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 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

0.73 836,946
Healthcare

Target Corp

0.62 709,542
Consumer Defensive

Arthur J. Gallagher & Co

0.61 701,966
Financial Services

Hewlett Packard Enterprise Co

0.59 670,589
Technology

Kimberly-Clark Corp

0.58 658,268
Consumer Defensive

Nucor Corp

0.56 640,816
Basic Materials

W.W. Grainger Inc

0.53 607,548
Industrials

Dominion Energy Inc

0.53 606,568
Utilities

Fastenal Co

0.53 601,277
Industrials

Public Storage

0.51 585,503
Real Estate

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