Calvert U.S. Mid Cap Core Responsible Index FundCMJAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$425.3M
Expense ratio
0.49%
1-year return
+14.0%
3 years, a year
+10.5%
5 years, a year
+5.0%
Holdings
625
What it aims to do.
The Funds investment objective is to seek to track the performance of the Calvert US Mid-Cap Core Responsible Index (the Index), which measures the investment return of mid-capitalization stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GLW Corning Inc | 0.94% |
| VRT Vertiv Holdings Co | 0.84% |
| WDC Western Digital Corp | 0.82% |
| MRVL Marvell Technology Inc | 0.80% |
| SNDK Sandisk Corp/DE | 0.80% |
| JOBY Seagate Technology Holdings PLC | 0.77% |
| PWR Quanta Services Inc | 0.74% |
| CMI Cummins Inc | 0.68% |
| ROST Ross Stores Inc | 0.65% |
| WBD Warner Bros Discovery Inc | 0.63% |
More on CMJAX.
- CMJAX overview
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- CMJAX share classes
- Compare CMJAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.