Calvert US Mid Cap Core Rspnb Idx I
CMJIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Daniel C. Chung
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Bethesda, MD 20814 Bethesda MD United States of America 20814
- IPO Date
- Nov 4, 2015
- CIK
- 0001105446
- Website
- calvert.com
- Similar Companies
- Business
- Calvert US Mid Cap Core Rspnb Idx I (CMJIX) is a mutual fund that seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index, measuring the investment return of mid-capitalization U.S. stocks selected based on the Calvert Principles for Responsible Investment, which incorporate environmental, social, and governance (ESG) criteria; the fund invests at least 95% of its net assets in the common stocks of index companies in approximate proportion to their weighting in the index, providing broad exposure to U.S. mid-cap blend equities with a responsible investing focus. Launched on October 30, 2015, and managed by Calvert Research and Management—a business unit of Morgan Stanley Investment Management headquartered in Washington, DC—the fund targets institutional investors with a minimum initial investment of $1,000,000 for Class I shares and maintains a net expense ratio of 0.24% as of recent data. It operates primarily in the United States, with over 98% of assets in U.S. stocks across sectors such as technology, industrials, and consumer cyclical, exemplified by top holdings including Marvell Technology Inc., Vertiv Holdings Co, and TE Connectivity PLC. Calvert Research and Management, the fund's adviser founded in 1976, offers a diversified suite of responsible investment strategies encompassing active and passive equity, fixed income, multi-asset, and alternative approaches for individuals, advisors, and institutions, with total net assets under management for CMJIX at approximately $447 million as of late 2025. The firm emphasizes ESG integration through its proprietary Calvert Research System, which quantitatively rates companies on sustainability factors alongside financial metrics, and engages portfolio companies on governance, diversity, and environmental issues. In recent developments, portfolio management transitioned to Gordon Wotherspoon and Jennifer Mihara effective July 1, 2024, enhancing the fund's oversight within Morgan Stanley's expanded responsible investing platform following Morgan Stanley's 2021 acquisition of Eaton Vance, Calvert's prior parent. Calvert launched the Calvert US Mid-Cap Core Responsible Index ETF in 2025, extending the strategy to exchange-traded products and broadening access to its mid-cap ESG index methodology. Additionally, Calvert maintained its commitment to stewardship in 2025 proxy voting, supporting financially material environmental and social resolutions while adapting methodologies for executive compensation and AI governance oversight.