Calvert US Mid-Cap Core Responsible Index ETF CVMC

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Morningstar’s Analysis CVMC

Will CVMC outperform in the future?

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

Well-constructed mid-cap exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Mid-Cap Core Responsible Index balances broad exposure to US mid-cap stocks with an environmental, social, and governance focus. Its ESG mandate may influence its performance for better or worse, but a low-cost diversified portfolio should offer an edge.

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Portfolio Holdings CVMC

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

0.82 942,985
Technology

Moderna Inc

0.72 829,097
Healthcare

Target Corp

0.61 703,580
Consumer Defensive

Keysight Technologies Inc

0.58 670,418
Technology

Teradyne Inc

0.54 626,443
Technology

Fastenal Co

0.52 601,918
Industrials

Arthur J. Gallagher & Co

0.52 601,876
Financial Services

AMETEK Inc

0.52 600,985
Industrials

Nucor Corp

0.52 594,067
Basic Materials

W.W. Grainger Inc

0.51 586,722
Industrials

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