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.
Calvert US Mid Cap Core Rspnb Idx I CMJIX
- NAV / 1-Day Return 40.48 / +0.35 %
- Total Assets 448.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.240%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.02%
- Turnover 25%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:46 PM GMT+0
Morningstar’s Analysis CMJIX
Will CMJIX outperform in 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 5.8
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 |