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CVMC - ETF AI Analysis
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
Rating:70Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Broad Sector Diversification
The fund is spread across multiple sectors, including Industrials, Technology, and Financials, which helps reduce risk from sector-specific downturns.
Steady Asset Growth
The ETF has a healthy level of assets under management, indicating investor confidence and stability.
Negative Factors
Weak Performance of Key Holding
One of the top holdings, Marvell, has significantly underperformed year-to-date, which could drag on overall returns.
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, offering limited exposure to international markets.
Mixed Recent Performance
The fund's one-month performance has been slightly negative, suggesting short-term volatility.
CVMC vs. SPDR S&P 500 ETF (SPY)
AUM87.90M
RegionNorth America
Expense Ratio0.15%
Beta0.88
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield1.37%
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. Volume9,724
30 Day Avg. Volume7,346
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
73.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering627
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVMC Summary
The Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is an investment fund that focuses on mid-sized companies in the U.S. while prioritizing sustainability. It follows the Calvert US Mid-Cap Core Responsible Index, which selects companies based on environmental, social, and governance (ESG) criteria. Some well-known companies in the fund include General Motors and Corning. This ETF is a good choice for investors seeking growth opportunities in mid-cap stocks while supporting ethical and sustainable business practices. However, new investors should be aware that mid-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly.
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
The CVMC ETF is leaning heavily into mid-cap industrials and technology stocks, with names like Seagate Technology and Western Digital driving recent performance thanks to strong earnings and AI-driven demand. Warner Bros. Discovery has also been a bright spot, benefiting from streaming growth and box office success. On the other hand, Marvell has been lagging, weighed down by profitability concerns despite its focus on AI and data centers. With a clear U.S. focus and a balanced mix of sectors, this fund offers a blend of steady performers and rising stars, though some holdings face valuation challenges.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warner Bros | 0.73% | $642.47K | $71.38B | 171.44% | 68 Neutral | |
| General Motors | 0.70% | $613.07K | $77.48B | 53.02% | 73 Outperform | |
| Marvell | 0.66% | $579.43K | $73.22B | -24.01% | 76 Outperform | |
| Cummins | 0.64% | $565.84K | $71.66B | 47.83% | 72 Outperform | |
| Corning | 0.64% | $560.80K | $76.79B | 87.46% | 74 Outperform | |
| TE Connectivity | 0.62% | $543.33K | $68.40B | 60.36% | 80 Outperform | |
| ― | 0.60% | $525.01K | ― | ― | ― | |
| Truist Financial | 0.58% | $513.89K | $64.74B | 15.89% | 70 Outperform | |
| Quanta Services | 0.57% | $505.79K | $64.52B | 33.90% | 78 Outperform | |
| Western Digital | 0.57% | $501.41K | $62.07B | 199.08% | 77 Outperform |
CVMC Technical Analysis
Positive
―
Price Trends
63.49
Positive
63.04
Positive
60.42
Positive
Market Momentum
0.49
Negative
60.53
Neutral
60.94
Neutral
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 64.46, equal to the 50-day MA of 63.49, and equal to the 200-day MA of 60.42, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 60.53 is Neutral, neither overbought nor oversold. The STOCH value of 60.94 is Neutral, 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
65.17
6.55
11.17%
AFMC
First Trust Active Factor Mid Cap ETF
―
―
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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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STXM
Strive Mid-Cap 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.
Disclaimer
This 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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