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Calvert US Mid Cap Core Rspnb Idx R6 CMCRX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 40.27  /  +1.38 %
  • Total Assets 448.5 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 1.08%
  • Turnover 25%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:32 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.

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.

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Portfolio Holdings CMCRX

  • 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

Trane Technologies PLC Class A

0.70 3.0 Mil
Industrials

PACCAR Inc

0.63 2.7 Mil
Industrials

Hilton Worldwide Holdings Inc

0.60 2.5 Mil
Consumer Cyclical

Ross Stores Inc

0.58 2.5 Mil
Consumer Cyclical

Nucor Corp

0.57 2.4 Mil
Basic Materials

Carrier Global Corp Ordinary Shares

0.57 2.4 Mil
Industrials

United Rentals Inc

0.55 2.3 Mil
Industrials

D.R. Horton Inc

0.53 2.2 Mil
Consumer Cyclical

Sysco Corp

0.52 2.2 Mil
Consumer Defensive

Bank of New York Mellon Corp

0.52 2.2 Mil
Financial Services