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, 2020

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, 2020

Centene Corp 0.75
Lam Research Corp 0.73
Eversource Energy 0.57
DexCom Inc 0.55
Kroger Co 0.54
MSCI Inc 0.54
IHS Markit Ltd 0.53
KLA Corp 0.51
Verisk Analytics Inc 0.51
Agilent Technologies Inc 0.50
Total 5.72

Performance

Historical Returns (%) as of Jun 30, 2020

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert US Mid-Cap Core Responsible Index 15.72 19.54 -8.89 31.47
Russell Midcap® Index1 25.48 -1.55 17.28 34.76 13.22 -2.44 13.80 18.52 -9.06 30.54

Portfolio

Index Statistics as of Mar 31, 2020

Median Market Cap $4.9B
Average Market Cap $11.7B
Price/Earnings Ratio 15.08
Price/Book Ratio 2.23

GICS Sector Breakdown (%)3 as of Mar 31, 2020

 

Index Constituents (%)4 as of Jul 31, 2020

Holding % of Index
DocuSign Inc 0.63%
IDEXX Laboratories Inc 0.58%
CoStar Group Inc 0.58%
Cadence Design Systems Inc 0.52%
ResMed Inc 0.52%
Johnson Controls International plc 0.51%
PACCAR Inc 0.51%
Travelers Cos Inc 0.50%
Clorox Co 0.50%
Cummins Inc 0.49%
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Literature

Literature

Invest with Impact

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Index Rules and Methodology

Download - Last updated: Jun 17, 2020