The Calvert US Mid Cap Core Responsible Index strategy balances broad exposure to U.S. mid-cap stocks while integrating environmental, social, and goverance considerations. However, its ESG-driven active bets at the sector and holding level might not always be adequately compensated. Both share classes earn a Morningstar Analyst Rating of Bronze.
Calvert US Mid Cap Core Rspnb Idx I CMJIX
NAV / 1-Day Return
32.58
/
0.03
%
Total Assets
362.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.39
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
0.58%
Turnover
26%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CMJIX 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 CMJIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CMJIX 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 CMJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Mid-cap exposure for ESG investors.
