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Calvert US Mid Cap Core Rspnb Idx I CMJIX

Analyst rating as of
NAV / 1-Day Return
36.46  /  2.90 %
Total Assets
160.4 Mil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
4.16 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.72%
Turnover
31%
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Morningstar’s Analysis

Will CMJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid strategy for mid-cap based ESG exposure.

Summary

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Calvert US Mid-Cap Core Responsible Index Fund adheres to the Calvert Principles for Responsible Investment, emphasizing stocks that meet these proprietary standards. But at its core, it is still an index fund, relying on the market’s collective wisdom to weight its holdings, a sensible approach for the long term. The strategy’s environmental, social, and governance criteria introduce some active risk to the portfolio, however, which will not always be compensated. Nonetheless, it is well positioned to deliver better long-term risk-adjusted performance relative to most category peers, supporting a Morningstar Analyst Rating of Bronze.

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