CVMC - ETF AI Analysis
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Calvert US Mid-Cap Core Responsible Index ETF (CVMC)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, financials, technology, health care, and real estate, which helps reduce the impact of weakness in any single area.
Low Expense Ratio
The fund’s relatively low annual fee means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S.-Only Focus
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Mixed Performance Among Top Holdings
While many top positions have shown strong gains, at least one key holding has been weak this year, which can drag on overall results.
Sector Tilts May Add Risk
Larger weights in sectors like industrials and financials mean the fund could be more sensitive if those areas of the market face a downturn.
CVMC vs. SPDR S&P 500 ETF (SPY)
AUM115.54M
RegionNorth America
Expense Ratio0.15%
Beta0.87
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield1.21%
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. Volume4,110
30 Day Avg. Volume5,549
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
89.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering594
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVMC Summary
CVMC is the Calvert US Mid-Cap Core Responsible Index ETF, which follows the Calvert US Mid-Cap Core Responsible Index. It invests in medium-sized U.S. companies across many sectors, including industrials, financials, technology, and health care, while applying environmental, social, and governance (ESG) standards. Well-known holdings include Target and Dominion Energy. Someone might invest in CVMC to seek growth from mid-sized companies while staying diversified and supporting more responsible business practices. A key risk is that mid-cap stocks can be more volatile than large companies, 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 into U.S. mid-cap industrials and tech, with names like Hewlett Packard Enterprise and Keysight Technologies helping drive the fund as demand for networking, testing, and AI-related gear stays strong. Health-care pick Natera is another rising star, riding momentum in precision oncology, while Moderna’s rebound adds a bit of high-octane fuel despite its choppy fundamentals. On the other side, Target has been more steady than exciting, and truck maker Paccar has lagged lately, modestly tugging on returns. Overall, the ETF is U.S.-centric, diversified but tilted toward innovative, ESG-screened mid-cap growers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hewlett Packard Enterprise | 0.85% | $984.95K | $97.52B | 201.06% | 68 Neutral | |
| Moderna | 0.76% | $872.77K | $89.83B | 738.61% | 59 Neutral | |
| Target | 0.61% | $703.67K | $69.80B | 79.63% | 70 Neutral | |
| Keysight Technologies | 0.59% | $679.38K | $65.16B | 139.98% | 77 Outperform | |
| Teradyne | 0.57% | $657.17K | $62.96B | 204.88% | 71 Outperform | |
| Arthur J Gallagher & Co | 0.52% | $598.74K | $59.64B | -22.88% | 69 Neutral | |
| Ametek | 0.52% | $597.83K | $56.99B | 38.65% | 79 Outperform | |
| Fastenal Company | 0.51% | $593.27K | $58.24B | 10.86% | 72 Outperform | |
| Nucor | 0.51% | $590.53K | $56.79B | 87.30% | 74 Outperform | |
| Natera | 0.51% | $589.85K | $57.76B | 136.73% | 73 Outperform |
CVMC Technical Analysis
Positive
―
Price Trends
75.79
Negative
75.04
Negative
70.83
Positive
Market Momentum
-0.36
Negative
48.95
Neutral
74.37
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 74.03, equal to the 50-day MA of 75.79, and equal to the 200-day MA of 70.83, indicating a neutral trend. The MACD of -0.36 indicates Negative momentum. The RSI at 48.95 is Neutral, neither overbought nor oversold. The STOCH value of 74.37 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
74.42
12.61
20.40%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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AVMC
Avantis U.S. Mid Cap Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP 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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