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.
Morningstar’s Fund Analysis CMJIX
Will CMJIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CMJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.