Morningstar

Calvert US Mid Cap Core Responsible Index Fund Class I CMJIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 50.24  /  +0.60 %
  • Total Assets 483.2M
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.14%
  • Turnover 27%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 8:58 PM GMT+0

Morningstar’s Analysis CMJIX

Will CMJIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMJIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CMJIX

More CMJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PACCAR Inc

0.60 3M
Industrials

Arthur J. Gallagher & Co

0.56 3M
Financial Services

Target Corp

0.56 3M
Consumer Defensive

Hewlett Packard Enterprise Co

0.55 3M
Technology

Dominion Energy Inc

0.53 3M
Utilities

Vivmark Residential

0.53 3M
Real Estate

W.W. Grainger Inc

0.53 3M
Industrials

Realty Income Corp

0.52 3M
Real Estate

Aflac Inc

0.52 3M
Financial Services

Nucor Corp

0.51 3M
Basic Materials

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