Calvert US Mid Cap Core Responsible Index Fund Class I CMJIX Fund Analysis

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Morningstar’s Analysis CMJIX

Will CMJIX 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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