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 reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Mar 31, 2021

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, 2021

Ford Motor Co 0.60
Johnson Controls International plc 0.54
Parker-Hannifin Corp 0.52
Microchip Technology Inc 0.52
IDEXX Laboratories Inc 0.52
HP Inc 0.51
American International Group Inc 0.51
Trane Technologies PLC 0.51
Align Technology Inc 0.50
Cummins Inc 0.48
Total 5.20

Performance

Historical Returns (%) as of Mar 31, 2021

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 (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert US Mid-Cap Core Responsible Index 15.72 19.54 -8.89 31.47 24.06
Russell Midcap® Index1 -1.55 17.28 34.76 13.22 -2.44 13.80 18.52 -9.06 30.54 17.10

Portfolio

Index Statistics as of Mar 31, 2021

Median Market Cap $9.2B
Average Market Cap $19.6B
Price/Earnings Ratio 20.47
Price/Book Ratio 3.31

GICS Sector Breakdown (%)3 as of Mar 31, 2021

 

Index Constituents (%)4 as of Apr 30, 2021

Holding % of Index
Moderna Inc 0.61%
IDEXX Laboratories Inc 0.56%
Johnson Controls International plc 0.54%
Ford Motor Co 0.54%
Align Technology Inc 0.53%
HP Inc 0.52%
PPG Industries Inc 0.51%
American International Group Inc 0.51%
Trane Technologies PLC 0.51%
Parker-Hannifin Corp 0.50%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021