Calvert US Mid Cap Core Rspnb Idx I (CMJIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert US Mid Cap Core Rspnb Idx I (CMJIX) trades at $52.81. Calvert US Mid Cap Core Rspnb Idx I (CMJIX) is a fund that invests in mid-sized companies adhering to responsible investment principles. Market cap: $514M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for CMJIX: CMJIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CMJIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CMJIX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Calvert US Mid Cap Core Rspnb Idx I (CMJIX) Financial Services Profile
Calvert US Mid Cap Core Rspnb Idx I (CMJIX) is an index fund focused on mid-cap U.S. equities that meet specific responsible investment criteria. With approximately $0.46 billion in assets, CMJIX provides investors exposure to companies operating in alignment with the Calvert Principles, differentiating itself through its commitment to socially responsible investing.
What Is the Investment Thesis for CMJIX?
Calvert US Mid Cap Core Rspnb Idx I presents an investment opportunity for those seeking exposure to mid-cap U.S. equities with a focus on responsible investing. The fund's passive management style and adherence to the Calvert Principles offer a differentiated approach compared to traditional market-cap-weighted indexes. With a beta of 1.13, CMJIX exhibits slightly higher volatility than the broader market. The fund's value proposition lies in its alignment with ESG considerations, which may appeal to investors with specific ethical or social preferences. However, the absence of a dividend yield may deter income-seeking investors. The fund's performance is closely tied to the performance of its underlying index and the overall mid-cap equity market. Growth catalysts include increasing investor interest in ESG investing and potential outperformance of companies that prioritize responsible business practices. Potential risks include underperformance relative to traditional market-cap-weighted indexes and the potential for changes in the Calvert Principles to impact the fund's investment universe.
Based on FMP financials and quantitative analysis
CMJIX Key Highlights
Market Cap of $514M, indicating a mid-sized fund within the asset management landscape.
- Beta of 1.13, suggesting slightly higher volatility compared to the broader market.
- Investment strategy focused on replicating the performance of an index composed of mid-sized U.S. companies that meet specific environmental, social, and governance (ESG) criteria.
- Adherence to the Calvert Principles for Responsible Investment, providing a framework for selecting companies with responsible business practices.
- Absence of a dividend yield, which may be a consideration for income-seeking investors.
Who Are CMJIX's Competitors?
CMJIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CMJAX Calvert US Mid Cap Core Rspnb Idx A | $52.18 | -0.91% | $514M | 45 |
| EXHAX Manning & Napier Fd, Inc. Pro-Blend Maximum Term Srs Cl S | $26.98 | -0.52% | $405M | 44 |
| FSCHX Fidelity Select Chemical Pt | $13.89 | -0.36% | $456M | 51 |
| FSRBX Fidelity Select Banking Portfolio | $37.93 | -1.10% | $477M | 44 |
| FSRFX Fidelity Select Transportation Portfolio | $120.98 | -0.57% | $533M | 47 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CMJIX's Key Strengths?
Focus on responsible investing aligns with growing investor demand.
- Passive management style offers cost-effectiveness.
- Established brand recognition in the ESG space.
- Clear investment mandate based on the Calvert Principles.
What Are CMJIX's Weaknesses?
Absence of a dividend yield may deter income-seeking investors.
- Performance is tied to the performance of the underlying index.
- Potential for underperformance relative to traditional market-cap-weighted indexes.
- Limited flexibility in investment decisions due to passive management.
What Could Drive CMJIX Stock Higher?
Increasing investor interest in ESG investing driving inflows.
- Potential for outperformance of ESG-focused companies.
- Launch of new ESG-focused investment products.
- Growing demand from Millennial and Gen Z investors.
What Are the Key Risks for CMJIX?
Changes in the Calvert Principles could impact the fund's investment universe.
- Increased competition from other ESG-focused funds.
- Economic downturn could negatively impact the performance of mid-cap equities.
- Underperformance relative to traditional market-cap-weighted indexes.
What Are the Growth Opportunities for CMJIX?
- Increased Adoption of ESG Investing: The growing awareness and adoption of ESG investing principles represent a significant growth opportunity for CMJIX. As more investors seek to align their investments with their values, demand for funds that prioritize ESG factors is expected to increase. Timeline: Ongoing.
- Expansion of Responsible Investment Mandates: Institutional investors, such as pension funds and endowments, are increasingly incorporating ESG factors into their investment mandates. This trend is driven by a growing recognition of the potential for ESG factors to impact long-term investment performance and a desire to meet stakeholder expectations. As more institutional investors adopt responsible investment mandates, demand for funds like CMJIX that align with these mandates is expected to increase. Timeline: Ongoing.
- Product Innovation in ESG Investing: The asset management industry is continuously innovating and developing new ESG-focused investment products. This includes the creation of new indexes, ETFs, and mutual funds that target specific ESG themes or sectors. CMJIX can capitalize on this trend by expanding its product offerings to cater to the evolving needs of ESG investors. This could involve launching new funds that focus on specific ESG issues, such as climate change or social justice. Timeline: Ongoing.
- Growing Demand from Millennial and Gen Z Investors: Millennial and Gen Z investors are more likely than older generations to prioritize ESG factors when making investment decisions. These younger investors are increasingly seeking out investments that align with their values and have a positive impact on society. As these generations accumulate more wealth, their demand for ESG investments is expected to drive further growth in the market. CMJIX can attract these investors by marketing its responsible investing approach and highlighting its commitment to ESG principles. Timeline: Ongoing.
- Potential for Outperformance of ESG-Focused Companies: There is growing evidence that companies with strong ESG performance may outperform their peers over the long term. This is due to a variety of factors, including improved risk management, enhanced operational efficiency, and increased brand reputation. If ESG-focused companies continue to outperform, this could attract more investors to funds like CMJIX that prioritize ESG factors. This potential for outperformance represents a significant growth opportunity for the fund. Timeline: Ongoing.
What Are CMJIX's Competitive Advantages?
- Adherence to the Calvert Principles for Responsible Investment provides a unique selling proposition.
- Established track record in socially responsible investing.
- Passive management style offers cost-effectiveness.
- Brand recognition associated with the Calvert name.
What Does CMJIX Do?
Calvert US Mid Cap Core Rspnb Idx I is a passively managed fund designed to track the performance of an index composed of mid-sized U.S. companies that meet specific environmental, social, and governance (ESG) criteria, as defined by the Calvert Principles for Responsible Investment. The fund was created to provide investors with exposure to the mid-cap segment of the U.S. equity market while adhering to responsible investment standards. CMJIX invests in the common stock of companies included in its benchmark index, holding each stock in approximately the same proportion as its representation in the index. The fund typically invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained within the index. The Calvert Principles serve as the guiding framework for selecting companies that demonstrate responsible business practices. By focusing on companies that meet these principles, CMJIX aims to deliver both financial returns and positive social impact. The fund's investment strategy is centered on replicating the index's performance, which involves regularly rebalancing the portfolio to maintain alignment with the index's composition. CMJIX offers investors a way to participate in the growth of mid-sized U.S. companies while supporting responsible corporate behavior.
What Products and Services Does CMJIX Offer?
- Invests in common stock of mid-sized U.S. companies.
- Tracks an index composed of companies adhering to responsible investment principles.
- Mirrors the index's composition by holding stocks in similar proportions.
- Focuses on companies that align with the Calvert Principles for Responsible Investment.
- Aims to deliver financial returns while promoting positive social impact.
- Regularly rebalances the portfolio to maintain alignment with the index.
How Does CMJIX Make Money?
- Passively manages a portfolio of mid-cap U.S. equities.
- Generates revenue through management fees charged to investors.
- Seeks to replicate the performance of its underlying index.
- Selects companies based on their adherence to the Calvert Principles.
What Industry Does CMJIX Operate In?
Calvert US Mid Cap Core Rspnb Idx I operates within the asset management industry, specifically targeting the market for socially responsible investing (SRI). The SRI market has experienced significant growth in recent years, driven by increasing investor awareness of ESG issues and a desire to align investments with personal values. The competitive landscape includes both traditional asset managers and specialized SRI funds. Competitors such as CMJAX, EXHAX, FSCHX, FSRBX, and FSRFX offer alternative investment options within the mid-cap equity space. CMJIX differentiates itself through its adherence to the Calvert Principles and its focus on responsible investing.
Who Are CMJIX's Key Customers?
- Individual investors seeking socially responsible investments.
- Institutional investors with ESG mandates.
- Financial advisors looking for ESG-aligned investment options.
- Retirement plans offering ESG-focused investment choices.
Calvert US Mid Cap Core Rspnb Idx I (CMJIX) Valuation Context
Valued at $514M, CMJIX is classified as a small-cap stock.
Key Financial Metrics
Return on equity for Calvert US Mid Cap Core Rspnb Idx I stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CMJIX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CMJIX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term performance, indicating a positive outlook from those closest to the company.
- Community sentiment has shifted positively, with discussions highlighting the fund's commitment to responsible investing attracting more socially conscious investors.
- Market perception of mid-cap stocks has improved, with analysts noting their potential for growth as economic conditions stabilize.
- The fund's diversified portfolio is seen as a hedge against volatility, appealing to investors looking for stability in uncertain times.
Bear Case
- Some community members express concerns over potential overvaluation in the mid-cap sector, fearing a correction could impact fund performance.
- Recent market developments indicate a cautious approach from investors, with some preferring large-cap stocks amid economic uncertainty.
- Bearish sentiment has emerged around the sustainability of mid-cap growth, with discussions questioning whether current valuations are justified.
- Insider selling activity has raised red flags for some, leading to skepticism about the fund's future prospects and management's confidence.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CMJIX Latest News
No recent news available for CMJIX.
CMJIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CMJIX.
Price Targets
Wall Street price target analysis for CMJIX.
CMJIX MoonshotScore
What does this score mean?
The MoonshotScore rates CMJIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Calvert US Mid Cap Core Rspnb Idx I (CMJIX) — Financial Services
What does Calvert US Mid Cap Core Rspnb Idx I do?
Calvert US Mid Cap Core Rspnb Idx I is a passively managed fund that invests in mid-sized U.S. companies that meet specific environmental, social, and governance (ESG) criteria, as defined by the Calvert Principles for Responsible Investment. The fund aims to replicate the performance of its underlying index, providing investors with exposure to the mid-cap segment of the U.S.
What are the main risks for CMJIX?
The main risks for CMJIX include the potential for underperformance relative to traditional market-cap-weighted indexes, as the fund's investment universe is limited to companies that meet the Calvert Principles. Changes in the Calvert Principles could also impact the fund's investment universe and performance.
What are the key factors to evaluate for CMJIX?
Evaluate CMJIX on fundamentals, analyst consensus, and risk factors. Calvert US Mid Cap Core Rspnb Idx I presents an investment opportunity for those seeking exposure to mid-cap U.S. Not financial advice.
How frequently does CMJIX data refresh on this page?
CMJIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CMJIX's recent stock price performance?
Calvert US Mid Cap Core Rspnb Idx I (CMJIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on responsible investing aligns with growing investor demand. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CMJIX overvalued or undervalued right now?
Calvert US Mid Cap Core Rspnb Idx I (CMJIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CMJIX before investing?
Before investing in Calvert US Mid Cap Core Rspnb Idx I (CMJIX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CMJIX to a portfolio?
Key strength of Calvert US Mid Cap Core Rspnb Idx I (CMJIX): Focus on responsible investing aligns with growing investor demand. Weigh rewards against risks and diversify. Not financial advice.
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
Data provided for informational purposes only.
- AI analysis pending may affect overall insights.
- Financial data is based on available information as of 2026-03-17.