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Morningstar

Calvert US Mid Cap Core Rspnb Idx I CMJIX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 35.96  /  0.94 %
  • Total Assets 418.1 Mil
  • Adj. Expense Ratio
    0.240%
  • 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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CMJIX

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.

Analyst

Summary

| by Lan Anh Tran

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.

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