Mutual Funds - Profile

Calvert US Mid Cap Core Responsible Index Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to track the performance of the benchmark index by investing in mid-size companies in the United States.

The proprietary investment process is designed to highlight companies that demonstrate superior value and growth performance in the long term.

The team utilizing the proprietary framework evaluates ESG factors for investment opportunities.

The research team using fundamental research reviews approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.    

Price

  • Last Close
  • $40.21
    +0.22
  • 52 Week HL
  • $41.54 - $29.09
  • Net Assets
  • $267.5 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
CALVERT CASH 0.65
Ford Motor 0.61
Johnson Controls 0.55
Parker-Hannifin Corp 0.53
Microchip Technology 0.53
Company Holding
IDEXX Laboratories 0.53
HP Inc 0.52
American International 0.52
Trane Technologies 0.52
Align Technology 0.51
Total 5.47%

Manager

  • Name
  • Thomas Seto
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
17.7 % YTD

  • 3 Year
  • 65.02%
  • 5 Year
  • 97.68%
  • Best
  • 28.6%
    2019
  • Worst
  • -9.21%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CMJIX 19%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.7% -25% 16.4% 0.4% 6.5% 2% - - - - -
Q2 6% 25.9% 3.5% 3.8% 2.5% 2.6% -100% - - - -
Q3 -0.5% 8.5% -1.7% 6.2% 3% 5.3% -100% - - - -
Q4 0.9% 18% 6.3% -15.9% 5.4% 4.6% -3.8% - - - -

Returns +
M

J F M A M J J A S O N D
2021 0.2% 5.1% 2.3% 4.8% 0.3% 0.8% 1.3% 2.7% -4.4% 3.6% - -
2020 -1.2% -8.4% -17.2% 14% 7.4% 2.8% 5.8% 3.9% -1.2% 1.7% 13.4% 2.3%

Annual Return

Index Comparison

Alpha

NAV