Overview

Description

Calvert US Mid-Cap Core Responsible Index (Ticker: CALMID) is composed of companies that operate their businesses in a manner that is consistent with The Calvert Principles for Responsible Investment and are selected from a universe of the 200th to 1000th largest US companies by market capitalization. The Index is reconstituted semiannually and rebalanced quarterly.
 

Historical Returns (%) as of Mar 31, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALMID
Total Return Ticker Symbol CALMIDTR

Top 10 Constituents (%)2,3 as of Mar 31, 2018

National Oilwell Varco Inc
Consolidated Edison Inc
Xcel Energy Inc
Nucor Corp
WestRock Co
Eversource Energy
Eastman Chemical Co
Ball Corp
Roper Technologies Inc
American Water Works Co Inc
Total 7.09

Performance

Historical Returns (%) as of Mar 31, 2018

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Calvert US Mid-Cap Core Responsible Index 15.72 19.54
Russell Midcap® Index1 -41.46 40.48 25.48 -1.55 17.28 34.76 13.22 -2.44 13.80 18.52

Portfolio

Index Statistics as of Mar 31, 2018

Median Market Cap $6.8B
Average Market Cap $13.2B
Price/Earnings Ratio 17.19
Price/Book Ratio 2.91
Number of Constituents 605

GICS Sector Breakdown (%)3 as of Mar 31, 2018

 

Index Constituents (%)4 as of Apr 30, 2018

Holding % of Index
National Oilwell Varco Inc 1.14%
Consolidated Edison Inc 0.89%
Xcel Energy Inc 0.85%
Nucor Corp 0.80%
Eversource Energy 0.68%
WestRock Co 0.61%
Eastman Chemical Co 0.60%
Ball Corp 0.57%
American Water Works Co Inc 0.56%
Roper Technologies Inc 0.52%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018