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%
#645 of 6,040 · low cost
Fund Size
$107M
#3,025 of 6,040 · mid-size
Return (1Y)
+19.4%
Track Record
3 years
#2,854 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,941+19.4%
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
Holdings
By weightConcentration
Top 10 holdings = 8.7% of funddiversified
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
99.2%
Cash
0.9%
By sector
Industrials
18.1%
Technology
17.6%
Financial Services
16.5%
Healthcare
14.2%
Consumer Cyclical
8.9%
Real Estate
7.7%
Consumer Defensive
5.6%
Utilities
5.5%
Other
5.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.3%Moderate
Year-on-year price swings
Max drawdown
-22.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.76Decent risk-adjusted returns
Sortino (3Y)
1.14Good 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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18