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Calvert U.s. Mid Cap Core Responsible Index Class I: (MF: CMJIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:50 PM ET

$44.12 USD

+0.15 (0.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.77 24
3 months 6.83 36
6 months 9.26 49
1 Year 15.44 64
3 Year 12.55 81
5 Year 7.13 93
10 Year 12.25 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.38
5 Year 6.82
10 Year 10.90
Since Inception 10.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.30 7.36 4.96 1.43
2024 8.35 -4.37 9.42 -0.75
2023 4.42 4.35 -6.04 12.54
2022 -8.21 -16.73 -3.13 9.31
2021 7.69 5.99 -0.53 6.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.779.3812.5315.22-19.0721.2123.9731.06-9.2119.1415.12
% Total Return Rel to Index 1.78-8.83-12.49-11.01-0.86-7.465.57-0.42-4.82-2.653.19
% Total Return Rel to Peer 0.33-5.66-3.31-0.05-8.28-3.1215.765.42-1.651.733.80
% Perf Quintile vs Peer* 3.005.000.003.005.004.001.001.004.003.002.00
% Dividends 0.000.580.470.390.320.200.250.260.290.250.18
% Yield 0.001.241.081.440.940.460.690.871.250.930.79
Capital Gains ($) 0.001.420.000.000.000.930.640.270.410.460.24
Expense Ratio 0.000.240.240.240.240.240.240.240.220.220.00

* 1 = Top 20%, 5 = Bottom 20%