Morningstar

Calvert US Mid Cap Core Responsible Index Fund Class R6 CMCRX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $50.93  /  +0.75 %
  • Fund Size $483.2M
  • Adjusted Expense Ratio 0.200%
  • Net Expense Ratio 0.200%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.19%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis CMCRX

Will CMCRX outperform in the 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 CMCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMCRX 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 CMCRX’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 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.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CMCRX

More CMCRX Holdings
  • 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

Target Corp

0.63 3M
Consumer Defensive

Hewlett Packard Enterprise Co

0.61 3M
Technology

Arthur J. Gallagher & Co

0.59 3M
Financial Services

PACCAR Inc

0.56 3M
Industrials

Vivmark Residential

0.52 3M
Real Estate

Dominion Energy Inc

0.51 3M
Utilities

Realty Income Corp

0.51 3M
Real Estate

Moderna Inc

0.50 3M
Healthcare

W.W. Grainger Inc

0.50 3M
Industrials

Nucor Corp

0.50 3M
Basic Materials

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