Morningstar

Calvert US Mid-Cp Cor Rspnb ETF CVMC

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CVMC

Will CVMC outperform in 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 CVMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVMC 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 CVMC’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 U.S. Mid-Cap Core Responsible Index balances broad exposure to U.S. mid-cap stocks with an environmental, social, and governance focus. Its ESG mandate carries some active risks, but a diversified portfolio at a low cost should help it offer a performance edge.

by Lan Anh Tran
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CVMC

More CVMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Autodesk Inc

0.58 378,175
Technology

United Rentals Inc

0.53 348,024
Industrials

Bank of New York Mellon Corp

0.53 342,698
Financial Services

The Trade Desk Inc Class A

0.51 332,374
Technology

Crown Castle Inc

0.51 331,441
Real Estate

Dominion Energy Inc

0.50 327,513
Utilities

Fortinet Inc

0.50 325,240
Technology

Allstate Corp

0.50 324,400
Financial Services

Fair Isaac Corp

0.49 319,432
Technology

Public Service Enterprise Group Inc

0.48 314,554
Utilities

Sponsor Center