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 Dec 31, 2022

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 Dec 31, 2022

Agilent Technologies Inc 0.62
Johnson Controls International plc 0.61
Dexcom Inc 0.61
Motorola Solutions Inc 0.60
Aflac Inc 0.58
Ross Stores Inc 0.56
Biogen Inc 0.56
Trane Technologies PLC 0.55
Chipotle Mexican Grill Inc 0.54
Parker-Hannifin Corp 0.53
Total 5.76

Performance

Historical Returns (%) as of Dec 31, 2022

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 (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Calvert US Mid-Cap Core Responsible Index -2.44 15.72 19.54 -8.89 31.47 24.06 22.58 -17.32
Russell Midcap® Index1 34.76 13.22 -2.44 13.80 18.52 -9.06 30.54 17.10 22.58 -17.32

Portfolio

Index Statistics as of Dec 31, 2022

Median Market Cap $8.3B
Average Market Cap $18.6B
Price/Earnings Ratio 15.73
Price/Book Ratio 2.84

GICS Sector Breakdown (%)3 as of Dec 31, 2022

 

Index Constituents (%)4 as of Nov 30, 2022

Holding % of Index
Dexcom Inc 0.62%
Biogen Inc 0.62%
Agilent Technologies Inc 0.62%
Johnson Controls International plc 0.61%
Motorola Solutions Inc 0.60%
Chipotle Mexican Grill Inc 0.59%
Enphase Energy Inc 0.57%
Ross Stores Inc 0.56%
Trane Technologies PLC 0.56%
Aflac Inc 0.55%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Dec 9, 2022