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Calvert US Mid-Cp Cor Rspnb ETF CVMC

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CVMC

Will CVMC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVMC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-constructed mid-cap exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert U.S. Mid-Cap Core Responsible Index balances broad exposure to U.S. mid-cap stocks with an environmental, social, and governance focus. Its ESG mandate carries some active risks, but a diversified portfolio at a low cost should help it offer a performance edge.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CVMC

More CVMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

0.84 446,190
Industrials

Constellation Energy Corp

0.78 416,287
Utilities

Carrier Global Corp Ordinary Shares

0.63 336,639
Industrials

PACCAR Inc

0.63 335,936
Industrials

Hilton Worldwide Holdings Inc

0.59 315,936
Consumer Cyclical

United Rentals Inc

0.55 291,905
Industrials

Allstate Corp

0.53 283,020
Financial Services

Fidelity National Information Services Inc

0.52 279,366
Technology

Bank of New York Mellon Corp

0.52 276,697
Financial Services

Agilent Technologies Inc

0.52 276,311
Healthcare