Mid-Cap Blend · NYSE ARCA · USD · Data as of 2026-05-17
AUM
$90.75M
Expense ratio
0.15%
Yield
1.24%
YTD return
+9.21%
Last price
$69.81
Broad Equity · Coverage 50% · low
Today
43.6
Outlook
54.9
Block A (composite-derived)
65.6
Block C (market behavior)
35.5
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
65.6
Coverage 50% · low
Liquidity
—
Expenses
90.0
Performance
—
Volatility
54.4
Dividend
26.4
Concentration
85.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Editorial coverage for CVMC is coming soon — copy is rolling out to the broader universe ETF-by-ETF in 2026Q2.
The Calvert US Mid-Cap Core Responsible Index Fund is an index mutual fund designed to track the performance of the Calvert US Mid-Cap Core Responsible Index. This fund prioritizes investments in mid-sized U.S. companies that demonstrate high standards of corporate responsibility across environmental, social, and governance (ESG) criteria. By focusing on nationally recognized mid-cap stocks, the fund incorporates companies that are generally characterized by solid growth potential and a moderate level of risk compared to their larger or smaller counterparts. The fund's primary function is to offer investors exposure to a diversified portfolio of companies that not only meet financial performance benchmarks but also adhere to ethical standards. It impacts various sectors by promoting responsible business practices among mid-cap firms, encouraging sustainable growth and long-term value creation. As part of the broader trend toward sustainable investing, the Calvert US Mid-Cap Core Responsible Index Fund plays a critical role in diversifying investment options while fostering corporate accountability and social responsibility in the financial markets. It offers investors a way to align their financial goals with their values, focusing on steady economic performance with an ethical investment approach.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $90,751,768. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CVMC are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.