Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% 0.02% 52.39M 1922.50
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.01% 16.00% 26.31M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Calvert Research and Management
Prospectus Benchmark Index
Calvert US MC Core Responsible TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
James Reber 1.25 yrs
Thomas Seto 1.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
3.43%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.99%
--
--
--
27.27%
32.48%
-16.17%
3.69%
13.18%
--
--
--
--
--
-15.73%
19.02%
6.71%
--
--
--
--
--
-11.71%
-2.49%
5.79%
--
--
--
--
--
--
--
5.34%
As of May 03, 2024.

Asset Allocation

As of May 01, 2024.
Type % Net % Long % Short
Cash 0.01% Upgrade Upgrade
Stock 99.99% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth
Fund Owner Firm Name Calvert Research and Management
Prospectus Benchmark Index
Calvert US MC Core Responsible TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
James Reber 1.25 yrs
Thomas Seto 1.25 yrs

Top Portfolio Holders

0 of 0