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Morningstar

Calvert US Mid Cap Core Rspnb Idx R6 CMCRX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 37.62  /  −0.58 %
  • Total Assets 462.2 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.04%
  • Turnover 25%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:41 PM GMT+0

Morningstar’s Analysis CMCRX

Will CMCRX 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 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 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 CMCRX

More CMCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

0.74 3.3 Mil
Industrials

PACCAR Inc

0.67 3.0 Mil
Industrials

Constellation Energy Corp

0.65 2.9 Mil
Utilities

Hilton Worldwide Holdings Inc

0.61 2.7 Mil
Consumer Cyclical

Ross Stores Inc

0.58 2.6 Mil
Consumer Cyclical

United Rentals Inc

0.58 2.6 Mil
Industrials

Nucor Corp

0.56 2.5 Mil
Basic Materials

Carrier Global Corp Ordinary Shares

0.55 2.5 Mil
Industrials

Super Micro Computer Inc

0.54 2.4 Mil
Technology

IQVIA Holdings Inc

0.54 2.4 Mil
Healthcare