CVMC – Calvert US Mid-Cp Cor Rspnb ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of the Calvert U.S. Mid-Cap Core Responsible Index. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	ETF	Open			Jan 30, 2023	$113.74M	0.150%	—	—	$20.50M

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