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Calvert US Mid Cap Core Rspnb Idx R6 (CMCRX)

39.86
+0.13
+(0.33%)
At close: 8:05:26 AM EDT
Loading Chart for CMCRX
  • Previous Close 39.73
  • YTD Return 1.18%
  • Expense Ratio 0.20%
  • Category Mid-Cap Blend
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 468.62M
  • Beta (5Y Monthly) 1.09
  • Yield 1.19%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.50
  • Inception Date Oct 30, 2015

The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

Calvert-OE

Fund Family

Mid-Cap Blend

Fund Category

468.62M

Net Assets

2015-10-30

Inception Date

Performance Overview: CMCRX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Blend.

YTD Return

CMCRX
1.18%
Category
17.04%
 

1-Year Return

CMCRX
9.37%
Category
50.44%
 

3-Year Return

CMCRX
5.37%
Category
13.15%
 

5-Year Return

CMCRX
12.02%
Category
13.75%
 

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Holdings: CMCRX

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Sector Weightings

SectorCMCRX
Technology   20.87%
Industrials   18.17%
Healthcare   10.72%
Real Estate   7.27%
Utilities   4.87%
Energy   0.54%

Recent News: CMCRX

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Research Reports: CMCRX

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