Calvert US Mid Cap Core Responsible Index Fund Class A
CMJAX
NASDAQ
| Weiss Ratings | CMJAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CMJAX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Jennifer Mihara (1), Gordon Wotherspoon (1) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CMJAX-NASDAQ | Click to Compare |
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| Fund Name | Calvert US Mid Cap Core Responsible Index Fund Class A | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CMJAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.03% | |||
| Dividend | CMJAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | CMJAX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 99.99% | |||
| U.S. Stock | 98.24% | |||
| Non-U.S. Stock | 1.75% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CMJAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.96% | |||
| 30-Day Total Return | -3.45% | |||
| 60-Day Total Return | -1.86% | |||
| 90-Day Total Return | 0.18% | |||
| Year to Date Total Return | 1.30% | |||
| 1-Year Total Return | 20.29% | |||
| 2-Year Total Return | 16.63% | |||
| 3-Year Total Return | 37.08% | |||
| 5-Year Total Return | 27.64% | |||
| Price | CMJAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CMJAX-NASDAQ | Click to Compare |
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| Nav | $43.64 | |||
| 1-Month Low NAV | $41.88 | |||
| 1-Month High NAV | $45.36 | |||
| 52-Week Low NAV | $34.79 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $46.22 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | CMJAX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 15.30 | |||
| Balance Sheet | CMJAX-NASDAQ | Click to Compare |
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| Total Assets | 454.64M | |||
| Operating Ratios | CMJAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.49% | |||
| Turnover Ratio | 27.00% | |||
| Performance | CMJAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.49% | |||
| Last Bear Market Total Return | -16.78% | |||