CU

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

Mutual Fund
Calvert U.S. Mid Cap Core Responsible Index Fund
Last update 2025-02-28 632 Stocks (17 new)
Value $452.00 Mil Turnover 2 %
Countries:
Top Holdings: APP(0.66%)ADSK(0.63%)FTNT(0.60%)BK(0.56%)TTD(0.53%)
Summary Stock Picks Current Portfolio
Calvert U.S. Mid Cap Core Resp... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APP 		AppLovin Corp
9,144
2,961.1
-3.37%
0.660
-0.01%
0.000
+59.65%
+17.38%
128,620.8
Media - Diversified
ADSK 		Autodesk Inc
9,643
2,850.2
-5.23%
0.630
-0.03%
0.000
+19.36%
+0.31%
63,430.3
Software
FTNT 		Fortinet Inc
28,573
2,699.6
-6.43%
0.600
-0.03%
0.000
+5.82%
+7.57%
77,789.3
Software
BK 		Bank of New York Mellon Corp
32,830
2,522.3
-6.97%
0.560
-0.04%
0.000
+7.43%
+18.44%
64,349.7
Banks
TTD 		The Trade Desk Inc
20,331
2,389.5
-6.63%
0.530
-0.03%
0.000
+19.85%
-38.50%
35,521.2
Media - Diversified
AMP 		Ameriprise Financial Inc
4,396
2,340.6
-4.87%
0.520
-0.02%
0.000
+7.76%
-2.51%
49,128.2
Asset Management
ALL 		Allstate Corp
12,058
2,324.7
-2.82%
0.510
-0.01%
0.000
-0.31%
+3.28%
52,216.2
Insurance
CMI 		Cummins Inc
6,253
2,179.8
-6.95%
0.480
-0.03%
0.000
-1.53%
-5.14%
45,083.0
Industrial Products
SNOW 		Snowflake Inc
14,034
2,167.0
-7.57%
0.480
-0.03%
0.000
+41.59%
+35.33%
69,724.5
Software
FICO 		Fair Isaac Corp
1,082
2,154.2
-8.77%
0.480
-0.04%
0.000
+4.76%
-10.80%
43,230.5
Software

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
XYZ 		Block Inc2024-12-31Sold Out
-0.39%
●
65.06 ($82.29) 98.92
$64.46
-21.67%
Sold Out
0
-27,696
GDDY 		GoDaddy Inc2024-12-31New Buy
+0.30%
●
154.41 ($183.21) 209.03
$177.89
-2.90%
New holding
6,879
6,879
CPAY 		Corpay Inc2024-12-31New Buy
+0.25%
●
316.65 ($352.07) 382.99
$350.08
-0.57%
New holding
3,317
3,317
INVH 		Invitation Homes Inc2024-12-31New Buy
+0.22%
●
31.4 ($33.37) 34.71
$33.51
0.40%
New holding
31,733
31,733
IP 		International Paper Co2024-12-31New Buy
+0.21%
●
46.63 ($53.7) 59.57
$47.38
-11.78%
New holding
17,504
17,504
ZM 		Zoom Communications Inc2024-12-31Sold Out
-0.19%
●
67.21 ($78.78) 89.03
$79.56
0.99%
Sold Out
0
-13,163
RPM 		RPM International Inc2024-12-31New Buy
+0.18%
●
123.06 ($132.09) 140.26
$115.78
-12.35%
New holding
6,498
6,498
CRS 		Carpenter Technology Corp2024-12-31New Buy
+0.14%
●
149.5 ($171.72) 196.14
$245.59
43.02%
New holding
3,732
3,732
INSM 		Insmed Inc2024-12-31New Buy
+0.13%
●
66.29 ($72.01) 76.65
$89.95
24.91%
New holding
8,574
8,574
OKTA 		Okta Inc2024-12-31Sold Out
-0.13%
●
71.81 ($77.6) 86.11
$100.95
30.09%
Sold Out
0
-8,020

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 2024-12-31

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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