Calvert US Mid Cap Core Rspnb Idx A (CMJAX) Stock Analysis

Why this analysis is different

• A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Calvert US Mid Cap Core Rspnb Idx A (CMJAX) Financial Services Profile

Calvert US Mid Cap Core Rspnb Idx A is an asset management fund that invests in mid-cap U.S. companies adhering to responsible investment principles, mirroring an index focused on environmental, social, and governance (ESG) factors, offering investors exposure to socially conscious businesses with a dividend yield of 4.34%.

What Is the Investment Thesis for CMJAX?

Calvert US Mid Cap Core Rspnb Idx A presents an investment opportunity for those seeking exposure to mid-cap U.S. equities while adhering to responsible investment principles. The fund's strategy of mirroring an index of companies meeting specific ESG criteria offers diversification and alignment with sustainability goals. With a dividend yield of 4.34% and a beta of 1.13, the fund provides income and market sensitivity. Growth catalysts include increasing investor demand for ESG-focused investments and the continued growth of mid-cap companies committed to sustainable practices. The fund's value is driven by the performance of its underlying holdings and its ability to accurately track the target index. Potential risks include fluctuations in the mid-cap equity market and changes in the ESG landscape that could impact the composition of the index.

Based on FMP financials and quantitative analysis

CMJAX Key Highlights

Market Cap of $514M indicates the fund's focus on mid-sized companies.

• Profit Margin of 5.5% reflects the profitability of the underlying holdings.
• Gross Margin of 27.1% suggests the fund's holdings operate with reasonable efficiency.
• Beta of 1.13 indicates the fund is slightly more volatile than the overall market.
• Dividend Yield of 4.34% provides a steady income stream for investors.

Who Are CMJAX's Competitors?

CMJAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are CMJAX's Key Strengths?

Strong focus on responsible investing.

• Established brand reputation.
• Index-tracking strategy provides diversification.
• Consistent adherence to Calvert Principles.

What Are CMJAX's Weaknesses?

Limited to mid-cap equities.

• Performance tied to index performance.
• Potential for tracking error.
• Vulnerable to changes in ESG landscape.

What Could Drive CMJAX Stock Higher?

Increasing investor demand for ESG-focused investments.

• Continued growth of mid-cap companies committed to sustainable practices.
• Potential inclusion in new ESG-focused indices.
• Strategic partnerships with financial advisors and institutional investors.

What Are the Key Risks for CMJAX?

Fluctuations in the mid-cap equity market.

• Changes in the ESG landscape that could impact index composition.
• Increased competition from other ESG funds.
• Changes in ESG regulations.
• Potential for greenwashing accusations.

What Are the Growth Opportunities for CMJAX?

• Increased Adoption of ESG Investing: The growing awareness and demand for ESG investments present a significant growth opportunity for Calvert US Mid Cap Core Rspnb Idx A. As more investors seek to align their portfolios with their values, the fund's focus on responsible investing could attract a larger investor base. Timeline: Ongoing.
• Expansion of ESG-Focused Indices: The development and adoption of new and more sophisticated ESG indices could provide opportunities for the fund to expand its investment universe and offer more targeted ESG strategies. As the ESG landscape evolves, the fund could adapt its investment approach to track indices that focus on specific ESG themes or impact areas. Timeline: Ongoing.
• Growing Mid-Cap Market: The mid-cap equity market offers potential for growth as these companies often have more room to expand compared to larger, more established companies. As the mid-cap market grows, the fund's investment in these companies could generate attractive returns for investors. The mid-cap market has historically outperformed large-cap stocks over certain periods, presenting a potential growth driver for the fund. Timeline: Ongoing.
• Partnerships and Distribution Agreements: Forming strategic partnerships with financial advisors, wealth management firms, and institutional investors could expand the fund's reach and distribution network. By partnering with these organizations, the fund can gain access to a wider pool of potential investors and increase its assets under management. Timeline: Ongoing.
• Product Innovation: Developing new ESG-focused investment products, such as thematic ETFs or actively managed funds, could attract new investors and diversify the fund's offerings. By expanding its product line, the fund can cater to a wider range of investor preferences and risk tolerances. Timeline: Ongoing.

What Are CMJAX's Competitive Advantages?

• Established reputation for responsible investing through Calvert Principles.
• Strong brand recognition in the ESG investment space.
• Index-tracking strategy provides cost-effective exposure to mid-cap equities.

What Does CMJAX Do?

Calvert US Mid Cap Core Rspnb Idx A is an index fund managed by Calvert Research and Management, a firm with a long history of responsible investing. The fund is designed to track the performance of a benchmark index composed of mid-capitalization U.S. companies that meet specific environmental, social, and governance (ESG) criteria, as defined by the Calvert Principles for Responsible Investment. These principles guide the fund's investment decisions, ensuring that the companies held within the portfolio operate in a manner consistent with sustainable and ethical business practices. The fund invests in the common stock of each company within the index, maintaining a similar proportion to the index's composition. This approach allows the fund to closely replicate the index's performance, providing investors with a diversified exposure to mid-cap companies committed to responsible business practices. Calvert US Mid Cap Core Rspnb Idx A typically invests at least 95% of its net assets, including any borrowings for investment purposes, in the securities included in the target index. This high level of investment ensures a close tracking of the index's returns. By focusing on companies that meet the Calvert Principles, the fund seeks to provide investors with a way to align their investment goals with their values. The Calvert Principles address a range of ESG issues, including environmental stewardship, human rights, labor standards, and corporate governance. This focus on responsible investing allows investors to support companies that are working to create a more sustainable and equitable future, while still participating in the potential growth of the mid-cap equity market.

What Products and Services Does CMJAX Offer?

• Invests in common stock of mid-sized U.S. companies.
• Tracks a benchmark index of companies meeting ESG criteria.
• Adheres to the Calvert Principles for Responsible Investment.
• Provides diversified exposure to mid-cap equities.
• Offers investors a way to align investments with values.
• Replicates index performance by holding stocks in similar proportions.

How Does CMJAX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• Aims to track the performance of a specific index of mid-cap companies.
• Focuses on companies that meet environmental, social, and governance (ESG) criteria.

What Industry Does CMJAX Operate In?

Calvert US Mid Cap Core Rspnb Idx A operates within the asset management industry, specifically focusing on responsible investing. The market for ESG-focused funds has grown significantly in recent years, driven by increasing investor awareness of environmental and social issues. The fund competes with other ESG-focused funds, as well as traditional mid-cap index funds. Competitors include CMJIX, EXHAX, FSCHX, FSRBX, and FSRFX. The fund differentiates itself through its adherence to the Calvert Principles for Responsible Investment.

Who Are CMJAX's Key Customers?

• Individual investors seeking ESG-focused investments.
• Institutional investors with responsible investing mandates.
• Financial advisors looking for diversified ESG options for clients.

Calvert US Mid Cap Core Rspnb Idx A's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.18 places it in the grey zone, a middle ground that warrants monitoring.

Return on equity for Calvert US Mid Cap Core Rspnb Idx A stands at 23.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 7.3%, showing how much profit it generates from its asset base. A current ratio of 2.29 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

CMJAX Valuation & Market Position

With a $514M market cap, Calvert US Mid Cap Core Rspnb Idx A sits in the small-cap segment of the market. Relative to its peer group, CMJAX's quantitative score of 45/100 is roughly in line with the peer average of 47/100.

CMJAX Financials

CMJAX Latest News

No recent news available for CMJAX.

CMJAX Analyst Consensus

CMJAX MoonshotScore

What Investors Ask About Calvert US Mid Cap Core Rspnb Idx A (CMJAX) — Financial Services

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources