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 Jun 30, 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 Jun 30, 2022

Chipotle Mexican Grill Inc 0.54
Crowdstrike Holdings Inc 0.53
Agilent Technologies Inc 0.53
Motorola Solutions Inc 0.52
Cognizant Technology Solutions Corp 0.52
Allstate Corp 0.51
Consolidated Edison Inc 0.50
Kroger Co 0.50
Johnson Controls International plc 0.49
Bank of New York Mellon Corp 0.49
Total 5.12

Performance

Historical Returns (%) as of Jun 30, 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 (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Calvert US Mid-Cap Core Responsible Index -2.44 15.72 19.54 -8.89 31.47 24.06 22.58
Russell Midcap® Index1 17.28 34.76 13.22 -2.44 13.80 18.52 -9.06 30.54 17.10 22.58

Portfolio

Index Statistics as of Jun 30, 2022

Median Market Cap $7.8B
Average Market Cap $16.6B
Price/Earnings Ratio 14.04
Price/Book Ratio 2.67

GICS Sector Breakdown (%)3 as of Jun 30, 2022

 

Index Constituents (%)4 as of Jul 31, 2022

Holding % of Index
Chipotle Mexican Grill Inc 0.59%
Enphase Energy Inc 0.55%
Agilent Technologies Inc 0.54%
Motorola Solutions Inc 0.54%
Crowdstrike Holdings Inc 0.52%
MSCI Inc 0.52%
Parker-Hannifin Corp 0.51%
Johnson Controls International plc 0.51%
Nucor Corp 0.49%
ResMed Inc 0.49%
View All

Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Jan 27, 2021