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Calvert US Mid Cap Core Rspnb Idx I CMJIX

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%

Morningstar’s 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.

Summary

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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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