CVMC - ETF AI Analysis
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past few months, indicating positive recent momentum.
Leading Holdings Performing Well
Many of the top stocks in the fund have delivered strong year-to-date results, helping support overall returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of any gains can stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is highly tied to the U.S. market.
Sector Tilts Toward Industrials and Technology
Large weights in industrials and technology mean the fund could be more affected if these sectors face a downturn.
Moderate Fund Size
The relatively modest asset base may result in less trading volume compared with larger ETFs, which can sometimes make buying and selling slightly less efficient.
CVMC vs. SPDR S&P 500 ETF (SPY)
AUM97.94M
RegionNorth America
Expense Ratio0.15%
Beta0.88
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield1.19%
Asset ClassEquity
Index TrackedCalvert US Mid-Cap Core Responsible Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,321
30 Day Avg. Volume7,973
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
82.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering620
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVMC Summary
The Calvert US Mid-Cap Core Responsible Index ETF (CVMC) tracks the Calvert US Mid-Cap Core Responsible Index, which focuses on medium‑sized U.S. companies that meet environmental, social, and governance (ESG) standards. It holds a mix of sectors like industrials, technology, and financials, with well-known names such as Marvell and Corning. Someone might invest in this ETF to seek growth from mid-sized companies while also supporting more responsible business practices, and to get diversification across many industries. A key risk is that mid-cap stocks can be more volatile, so the ETF’s value can go up and down with the market.
How much will it cost me?The Calvert US Mid-Cap Core Responsible Index ETF (CVMC) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than actively selecting stocks.
What would affect this ETF?The CVMC ETF, focused on U.S. mid-cap companies with strong ESG practices, could benefit from increased interest in sustainable investing and growth in sectors like technology and industrials, which are heavily weighted in its portfolio. However, it may face challenges from economic slowdowns, rising interest rates, or sector-specific risks, such as volatility in consumer cyclical or financial industries. Regulatory changes affecting ESG criteria or mid-cap companies could also impact its performance.
CVMC Top 10 Holdings
CVMC leans heavily into U.S. mid-cap tech and industrial names, with a clear tilt toward companies riding the AI and data boom. SanDisk, Seagate, and Western Digital are all rising, giving the fund a solid tailwind from storage and semiconductor-linked demand, while Marvell adds extra spark with its AI-focused growth story. Corning and Vertiv are also steadily pulling their weight, though rich valuations mean they can wobble at times. Overall, performance is being driven by a concentrated cluster of tech-oriented, U.S.-based mid-caps rather than a few mega-cap stars.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 1.76% | $1.69M | $243.11B | 4397.16% | 55 Neutral | |
| Seagate Tech | 1.48% | $1.42M | $197.48B | 645.97% | 68 Neutral | |
| Western Digital | 1.41% | $1.36M | $183.09B | 930.48% | 77 Outperform | |
| Corning | 1.30% | $1.25M | $157.47B | 265.32% | 74 Outperform | |
| Marvell | 1.25% | $1.20M | $179.34B | 240.59% | 76 Outperform | |
| Vertiv Holdings | 1.12% | $1.08M | $120.68B | 192.51% | 77 Outperform | |
| Quanta Services | 0.95% | $914.21K | $109.56B | 107.77% | 78 Outperform | |
| Cummins | 0.80% | $767.30K | $92.27B | 101.14% | 72 Outperform | |
| Ciena | 0.72% | $689.04K | $80.62B | 624.74% | 70 Outperform | |
| Monolithic Power | 0.68% | $649.49K | $80.24B | 136.62% | 75 Outperform |
CVMC Technical Analysis
Positive
―
Price Trends
68.35
Positive
67.52
Positive
65.30
Positive
Market Momentum
0.99
Negative
68.47
Neutral
92.10
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.92, equal to the 50-day MA of 68.35, and equal to the 200-day MA of 65.30, indicating a bullish trend. The MACD of 0.99 indicates Negative momentum. The RSI at 68.47 is Neutral, neither overbought nor oversold. The STOCH value of 92.10 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CVMC.
CVMC Peer Comparison
Comparison Results
Performance Comparison
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
72.72
14.58
25.08%
PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
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KMID
Virtus KAR Mid-Cap ETF
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MMID
MFS Active Mid Cap ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core ETF
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EPMB
Harbor Mid Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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