Calvert US Mid-Cap Core Responsible Index balances broad exposure to U.S. mid-cap stocks with an environmental, social, and governance focus. However, its ESG-driven active bets at the sector and holding level might not always be adequately compensated. All share classes earn Morningstar Analyst Ratings of Bronze.
- NAV / 1-Day Return 35.96 / 0.94 %
- Total Assets 418.1 Mil
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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 0.91%
- Turnover 26%
Morningstar’s Analysis CMJIX
Will CMJIX outperform in future?
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