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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% -0.02% 84.00M 5873.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.61% 28.00% 10.95M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index. The Fund invests at least 80% of its net assets in securities included in the underlying index which composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Calvert
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-12.40%
26.53%
10.78%
26.73%
-12.01%
15.63%
15.00%
10.51%
--
36.53%
4.07%
26.35%
-12.32%
6.54%
2.04%
-4.04%
--
9.83%
14.56%
26.34%
-12.57%
15.18%
13.10%
8.32%
--
--
--
--
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17.31%
10.71%
6.29%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.07%
Stock 99.89%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Basic Info

Investment Strategy
The Fund seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index. The Fund invests at least 80% of its net assets in securities included in the underlying index which composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Calvert
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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