CVMCCalvert US Mid-Cap Core Responsible Index ETF
Tracks the performance of the Calvert US Mid-Cap Core Responsible Index.
By Calvert ETFs · Launched 2023
Annual Cost
0.15%
#612 of 5,854 · low cost
Fund Size
$103M
#2,973 of 5,854 · mid-size
Return (1Y)Goal
+23.5%
Track Record
3 years
#2,840 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,471+24.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Focus
ESG
Index tracked
Calvert US Mid-Cap Core Responsible Index
What it actually holds
By weightConcentration
Top 10 holdings = 8.7% of fund✓ well diversified
Morgan Stanley & Co. LLC
1.6%
Corning, Inc.
0.9%
Vertiv Holdings Co.
0.8%
Western Digital Corp.
0.8%
Marvell Technology, Inc.
0.8%
Sandisk Corp.
0.8%
Seagate Technology Holdings plc
0.8%
Quanta Services, Inc.
0.7%
Cummins, Inc.
0.7%
Ross Stores, Inc.
0.6%
Asset allocation
Stocks
99.4%
Cash
0.6%
By sector
Industrials
20.1%
Technology
17.3%
Financial Services
15.7%
Healthcare
12.8%
Consumer Cyclical
9.2%
Real Estate
7.8%
Utilities
5.8%
Consumer Defensive
5.2%
Other
6.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.4%Moderate
Year-on-year price swings
Max drawdown
-22.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
1.03Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the performance of the Calvert US Mid-Cap Core Responsible Index.
- Strategy
- Invests primarily in common stocks of mid-size companies in the U.S. using a passive management strategy designed to track the Index. The Fund employs a replication method to hold securities in approximately the same proportion as the Index.
- Inception date
- January 30, 2023
- Fund family
- Calvert ETFs
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Data updated on 2026-08-04