Calvert US Mid Cap Core Rspnb Idx A
CMJAX
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- Calvert US Mid Cap Core Responsible Index Fund Class A (CMJAX) is an open-end mutual fund that seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index, a portfolio of mid-capitalization U.S. stocks selected based on Calvert Principles for Responsible Investment, which incorporate environmental, social and governance (ESG) criteria; the fund invests primarily in common stocks of mid-cap companies in approximately the same proportions as in the index, with approximately 98% allocated to U.S. stocks across sectors including technology (19%), industrials (19%), financial services (13%), healthcare (11%) and consumer cyclical (11%); it offers share classes including Class A (with a 4.75% front-end load and 0.49% net expense ratio), Class I and others, targeting individual and institutional investors seeking responsible mid-cap blend exposure. Calvert Research and Management, the fund's investment adviser and a subsidiary of Morgan Stanley Investment Management, manages the fund from its headquarters in Washington, D.C., with roots in responsible investing dating to 1982; the fund, part of the broader Calvert suite of ESG-focused equity, fixed income and multi-asset strategies, was launched on October 30, 2015, and operates primarily in the United States with total net assets of approximately $440.5 million as of recent data. In a significant recent development, portfolio managers Gordon Wotherspoon and Jennifer Mihara assumed responsibility for the fund on July 1, 2024; additionally, Calvert Research and Management announced in July 2025 a reorganization merger approved by the Board on June 10, 2025, whereby the related Calvert Mid-Cap Fund (an actively managed fund) merged into the Calvert Small/Mid-Cap Fund on or about September 15, 2025, to enhance long-term viability, reduce expenses and consolidate similar strategies, though this did not directly impact CMJAX operations.