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 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

0.76 865,889
Technology

Moderna Inc

0.64 732,898
Healthcare

Target Corp

0.63 717,686
Consumer Defensive

Teradyne Inc

0.60 678,569
Technology

Keysight Technologies Inc

0.58 663,637
Technology

Natera Inc

0.53 601,268
Healthcare

AMETEK Inc

0.53 599,061
Industrials

Arthur J. Gallagher & Co

0.52 596,473
Financial Services

Fastenal Co

0.52 587,130
Industrials

Delta Air Lines Inc

0.51 584,535
Industrials

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