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 Sep 30, 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 Sep 30, 2018

Alexion Pharmaceuticals Inc
Worldpay Inc
Centene Corp
Square Inc
Dollar General Corp
Yum! Brands Inc
Align Technology Inc
O'Reilly Automotive Inc
Corning Inc
Kroger Co
Total 4.88

Performance

Historical Returns (%) as of Sep 30, 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 Sep 30, 2018

Median Market Cap $7.3B
Average Market Cap $13.8B
Price/Earnings Ratio 17.50
Price/Book Ratio 2.97
Number of Constituents 604

GICS Sector Breakdown (%)3 as of Sep 30, 2018

 

Index Constituents (%)4 as of Oct 31, 2018

Holding % of Index
Dollar General Corp 0.55%
Twitter Inc 0.54%
Yum! Brands Inc 0.53%
Kroger Co 0.51%
Worldpay Inc 0.50%
Centene Corp 0.49%
Alexion Pharmaceuticals Inc 0.49%
O'Reilly Automotive Inc 0.48%
Xcel Energy Inc 0.48%
PPG Industries Inc 0.47%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018