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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% 0.06% 87.22M 7118.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.57% 24.00% 14.18M 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
Equity Style Mid Cap Core
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
12.57%
9.51%
4.68%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.44%
36.53%
4.07%
26.35%
-12.32%
6.54%
2.04%
-3.44%
5.63%
9.83%
14.56%
26.34%
-12.57%
15.18%
13.10%
7.09%
4.74%
25.19%
13.48%
24.77%
-13.13%
16.47%
13.90%
7.42%
6.13%
33.96%
25.63%
40.58%
-20.58%
33.28%
8.48%
32.86%
4.98%
As of January 18, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.12%
Stock 99.65%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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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
Equity Style Mid Cap Core
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
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