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Calvert US Mid Cap Core Rspnb Idx I CMJIX

Analyst rating as of
NAV / 1-Day Return
31.16  /  2.67 %
Total Assets
359.9 Mil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.74 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.60%
Turnover
26%

Morningstar’s Fund Analysis CMJIX

Will CMJIX outperform in future?

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

Mid-cap exposure for ESG investors.

Associate Analyst

Summary

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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.

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