Calvert US Mid-Cap Core Responsible Index ETF CVMC

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Morningstar’s Analysis CVMC

Will CVMC 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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Portfolio Holdings CVMC

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

0.67 776,188
Healthcare

Hewlett Packard Enterprise Co

0.65 760,100
Technology

Target Corp

0.60 699,641
Consumer Defensive

Arthur J. Gallagher & Co

0.59 689,667
Financial Services

Nucor Corp

0.52 608,881
Basic Materials

Fastenal Co

0.52 606,828
Industrials

W.W. Grainger Inc

0.52 606,105
Industrials

Dominion Energy Inc

0.51 596,580
Utilities

Natera Inc

0.51 594,614
Healthcare

Sempra

0.50 579,257
Utilities

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