CMJIX – Calvert US Mid Cap Core Rspnb Idx I 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, which measures the investment return of mid-capitalization stocks. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

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
CMJIX	Calvert US Mid Cap Core Responsible Index Fund Class I	Institutional	Open			Oct 30, 2015	$364.46M	0.240%	Low	$1M	−$20.28M
CMJAX	Calvert US Mid Cap Core Responsible Index Fund Class A	Front Load	Open			Oct 30, 2015	$81.11M	0.490%	Low	$5,000	$747,544.65
CMCRX	Calvert US Mid Cap Core Responsible Index Fund Class R6	Retirement, Large	Open			Feb 1, 2022	$37.61M	0.200%	Low	$5M	−$11.48M

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