CMJAX : Calvert US Mid Cap Core Responsible Index Fund Class A

CMJAX is a US Stocks Market Mid-Cap Blend index fund with MODERATE fees.

CMJAX

Calvert US Mid Cap Core Responsible Index Fund Class A

FI Score

49 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

49% FI Score
  • cmjax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Calvert US Mid Cap Core Responsible Index Fund Class A

Expenses: 0.53% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index, which measures the investment return of mid-capitalization stocks. The fund employs a passive management strategy designed to track, as closely as possible, the performance of the index. It 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.

Largest Holdings

Amount Holding
0.74% Centene Corp
0.72% Lam Research Corp
0.57% Eversource Energy
0.54% DexCom Inc
0.53% The Kroger Co
0.53% MSCI Inc
0.52% IHS Markit Ltd
0.50% KLA Corp
0.50% Verisk Analytics Inc
0.50% Agilent Technologies Inc
0.49% Motorola Solutions Inc
0.49% American Water Works Co Inc
0.49% T. Rowe Price Group Inc
0.49% Lululemon Athletica Inc
0.48% Veeva Systems Inc Class A
0.48% Willis Towers Watson PLC
0.48% ResMed Inc
0.48% Clorox Co
0.48% Amphenol Corp Class A
0.47% CoStar Group Inc
0.47% Ball Corp
0.47% IDEXX Laboratories Inc
0.47% PACCAR Inc
0.46% Ansys Inc
0.46% Cummins Inc

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