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CVMC - ETF AI Analysis
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Tech and Industrial Holdings
Several top positions in technology and industrial companies have delivered strong year-to-date results, helping support overall fund performance.
Low Expense Ratio
The fund’s relatively low management fee helps investors keep more of the returns generated by the portfolio.
Negative Factors
U.S.-Heavy Geographic Exposure
The portfolio is almost entirely invested in U.S. companies, offering very limited diversification across other countries.
Mixed Performance Among Top Holdings
A few of the largest positions have shown weak or negative year-to-date performance, which can drag on the ETF’s overall returns.
Sector Concentration in Industrials and Technology
A large share of assets is focused in industrial and technology stocks, which can increase risk if these sectors face a downturn.
CVMC vs. SPDR S&P 500 ETF (SPY)
AUM87.48M
RegionNorth America
Expense Ratio0.15%
Beta0.87
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield1.31%
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. Volume4,471
30 Day Avg. Volume6,960
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
76.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering623
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVMC Summary
CVMC is the Calvert US Mid-Cap Core Responsible Index ETF, which tracks the Calvert US Mid-Cap Core Responsible Index. It invests in medium‑sized U.S. companies that meet environmental, social, and governance (ESG) standards. The fund holds well-known names like General Motors and Western Digital, and spreads money across many sectors such as technology, industrials, and health care. Someone might invest in CVMC to seek long-term growth from mid-sized companies while supporting more responsible business practices. 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’s story is all about U.S. mid-cap names riding the tech and industrial updraft. Western Digital, Seagate, Vertiv, and even legacy player SanDisk are doing much of the heavy lifting, as demand tied to data, AI, and infrastructure keeps these tech-focused holdings rising. On the industrial side, Cummins and Quanta Services provide a steadier, infrastructure-and-energy transition backbone. Offsetting some of that strength, Warner Bros. and General Motors are more mixed, occasionally losing steam and modestly dragging on an otherwise tech-tilted, U.S.-centric, ESG-minded portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Corning | 0.91% | $792.81K | $114.50B | 154.02% | 74 Outperform | |
| SanDisk Corp | 0.87% | $760.76K | $92.46B | 1609.58% | 55 Neutral | |
| Western Digital | 0.86% | $755.71K | $95.47B | 311.73% | 77 Outperform | |
| Seagate Tech | 0.82% | $713.59K | $92.90B | 319.82% | 68 Neutral | |
| Vertiv Holdings | 0.78% | $678.55K | $89.67B | 117.06% | 77 Outperform | |
| Warner Bros | 0.72% | $627.08K | $69.37B | 170.70% | 68 Neutral | |
| Cummins | 0.71% | $618.23K | $83.04B | 60.79% | 72 Outperform | |
| Quanta Services | 0.66% | $580.88K | $78.15B | 83.60% | 78 Outperform | |
| General Motors | 0.65% | $568.06K | $73.29B | 67.62% | 73 Outperform | |
| TE Connectivity | 0.58% | $507.47K | $69.31B | 54.60% | 80 Outperform |
CVMC Technical Analysis
Positive
―
Price Trends
65.92
Positive
64.44
Positive
62.43
Positive
Market Momentum
0.57
Negative
60.16
Neutral
71.88
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 67.13, equal to the 50-day MA of 65.92, and equal to the 200-day MA of 62.43, indicating a bullish trend. The MACD of 0.57 indicates Negative momentum. The RSI at 60.16 is Neutral, neither overbought nor oversold. The STOCH value of 71.88 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
68.04
7.03
11.52%
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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―
MCDS
JPMorgan Fundamental Data Science Mid 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.
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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