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, 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 Dec 31, 2020

IDEXX Laboratories Inc 0.57
DocuSign Inc 0.54
Align Technology Inc 0.54
Cadence Design Systems Inc 0.52
Match Group Inc 0.51
Liberty Broadband Corp 0.50
Peloton Interactive Inc 0.50
CoStar Group Inc 0.50
Travelers Cos Inc 0.49
Aptiv PLC 0.49
Total 5.16
 

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

Performance

Historical Returns (%) as of Dec 31, 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 (%)

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 Dec 31, 2020

Median Market Cap $8.3B
Average Market Cap $18.3B
Price/Earnings Ratio 23.73
Price/Book Ratio 3.21

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

 

Index Constituents (%)4 as of Jan 31, 2021

Holding % of Index
Moderna Inc 0.75%
DocuSign Inc 0.57%
Ford Motor Co 0.57%
Roku Inc 0.56%
IDEXX Laboratories Inc 0.55%
Align Technology Inc 0.53%
Aptiv PLC 0.50%
Cadence Design Systems Inc 0.50%
Johnson Controls International plc 0.50%
CoStar Group Inc 0.48%
View All

Literature

Literature

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021