CU

Calvert U.S. Mid Cap Core Responsible Index Fund | CMJAX

Mutual Fund
Calvert U.S. Mid Cap Core Responsible Index Fund
Last update 2025-06-19 628 Stocks (4 new)
Value $443.00 Mil Turnover 4 %
Countries:
Top Holdings: DASH(0.63%)FTNT(0.63%)BK(0.62%)ADSK(0.58%)ALL(0.58%)
Summary Stock Picks Current Portfolio
Calvert U.S. Mid Cap Core Resp... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DASH
DoorDash Inc
15,260
2,789.1
New Holding
0.630
+0.63%
0.000
+37.24%
+42.35%
101,185.9
Retail - Cyclical
FTNT
Fortinet Inc
28,919
2,783.7
+1.21%
0.630
+0.01%
0.000
+18.14%
+11.83%
80,873.9
Software
BK
Bank of New York Mellon Corp
32,972
2,765.4
+0.43%
0.620
0%
0.000
+16.38%
+21.72%
66,127.6
Banks
ADSK
Autodesk Inc
9,862
2,581.9
+2.27%
0.580
+0.01%
0.000
+23.14%
+7.14%
67,747.7
Software
ALL
Allstate Corp
12,339
2,555.0
+2.33%
0.580
+0.01%
0.000
-3.10%
+3.72%
52,433.9
Insurance
APP
AppLovin Corp
9,459
2,506.3
+3.44%
0.570
+0.02%
0.000
+30.41%
+5.50%
115,606.5
Media - Diversified
PAYX
Paychex Inc
15,466
2,386.1
+3.31%
0.540
+0.02%
0.000
-3.48%
+6.38%
53,040.4
Software
KR
The Kroger Co
34,387
2,327.7
+0.97%
0.530
+0.01%
0.010
-0.81%
+15.31%
46,168.5
Retail - Defensive
AMP
Ameriprise Financial Inc
4,709
2,279.7
+7.12%
0.510
+0.03%
0.000
+19.59%
+2.66%
51,734.5
Asset Management
EXC
Exelon Corp
48,687
2,243.5
+0.23%
0.510
0%
0.000
-7.87%
+16.68%
43,541.3
Utilities - Regulated

Calvert U.S. Mid Cap Core Responsible Index Fund's Historical Top Holdings Breakdowns

Calvert U.S. Mid Cap Core Responsible Index Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DASH
DoorDash Inc
2025-03-31
New Buy
New Buy
+0.63%
●
168.37 ($188.06) 213.38
$238.79
26.98%
New holding
15,260
15,260
ROL
Rollins Inc
2025-03-31
Sold Out
Sold Out
-0.16%
●
45.65 ($50.21) 54.03
$56.44
12.41%
Sold Out
0
-15,582
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-11,842
IP
International Paper Co
2025-03-31
Add
Add
+0.12%
●
49.38 ($54.7) 60.09
$50.43
-7.81%
Add 56.33%
27,364
9,860
ALTM Unlock Delisted
Arcadium Lithium PLC
2025-03-31
Sold Out
Sold Out
-0.12%
●
5.16 ($5.71) 5.84
$5.84
2.28%
Sold Out
0
-109,941
IOT
Samsara Inc
2025-03-31
New Buy
New Buy
+0.10%
●
34.06 ($46.57) 60.96
$39.11
-16.02%
New holding
11,631
11,631
AZPN Unlock Delisted
Aspen Technology Inc
2025-03-31
Sold Out
Sold Out
-0.08%
●
249.06 ($260.82) 274.8
$264.33
1.35%
Sold Out
0
-1,361
SMAR Unlock Delisted
Smartsheet Inc
2025-03-31
Sold Out
Sold Out
-0.08%
●
56.06 ($56.28) 56.47
$56.47
0.34%
Sold Out
0
-6,625
NFG
National Fuel Gas Co
2025-03-31
Sold Out
Sold Out
-0.07%
●
60.71 ($71.92) 79.19
$84.21
17.09%
Sold Out
0
-5,039
SNDK
SanDisk Corp
2025-03-31
New Buy
New Buy
+0.06%
●
36 ($49.67) 56.42
$46.41
-6.56%
New holding
5,759
5,759

Calvert U.S. Mid Cap Core Responsible Index Fund Total Holding History ($B)

To

Calvert U.S. Mid Cap Core Responsible Index Fund's Asset Allocation

To

Calvert U.S. Mid Cap Core Responsible Index Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Calvert U.S. Mid Cap Core Responsible Index Fund's Hypothetical Growth since 2025-03-31

Calvert U.S. Mid Cap Core Responsible Index Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Calvert U.S. Mid Cap Core Responsible Index Fund's Holdings Heat Map

Size field:

Calvert U.S. Mid Cap Core Responsible Index Fund's Holdings Bubble Chart

Calvert U.S. Mid Cap Core Responsible Index Fund News

  • 1

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