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.
Calvert US Mid-Cap Core Responsible Index ETF CVMC
Morningstar’s Analysis CVMC
Will CVMC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 5.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Hewlett Packard Enterprise Co | 0.61 | 644,457 | Technology |
PACCAR Inc | 0.59 | 616,927 | Industrials |
Target Corp | 0.58 | 607,028 | Consumer Defensive |
Morgan Stanley Instl Lqudty Govt Instl | 0.57 | 601,881 | Cash and Equivalents |
Arthur J. Gallagher & Co | 0.56 | 585,101 | Financial Services |
Nucor Corp | 0.53 | 555,594 | Basic Materials |
Dominion Energy Inc | 0.51 | 536,764 | Utilities |
Delta Air Lines Inc | 0.51 | 535,679 | Industrials |
AMETEK Inc | 0.51 | 534,386 | Industrials |
Teradyne Inc | 0.50 | 528,348 | Technology |