Calvert US Mid-Cap Core Responsible Index ETF CVMC

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Morningstar’s Analysis CVMC

Will CVMC outperform in the future?

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

Well-constructed mid-cap exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Mid-Cap Core Responsible Index balances broad exposure to US mid-cap stocks with an environmental, social, and governance focus. Its ESG mandate may influence its performance for better or worse, but a low-cost diversified portfolio should offer an edge.

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Portfolio Holdings CVMC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

0.84 911,127
Cash and Equivalents

Hewlett Packard Enterprise Co

0.65 703,061
Technology

Target Corp

0.62 666,680
Consumer Defensive

PACCAR Inc

0.57 612,973
Industrials

Arthur J. Gallagher & Co

0.56 603,165
Financial Services

Vivmark Residential

0.53 568,210
Real Estate

Nucor Corp

0.52 560,479
Basic Materials

Teradyne Inc

0.51 553,434
Technology

Dominion Energy Inc

0.51 550,843
Utilities

Moderna Inc

0.51 550,442
Healthcare

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