Calvert US Mid Cap Core Rspnb Idx A (CMJAX)
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 A (CMJAX) with AI Score 45/100 (Grade C). Calvert US Mid Cap Core Rspnb Idx A is an asset management fund focused on investing in mid-sized companies that adhere to responsible investment principles. Sector: Financial services.
Last analyzed: Mar 17, 2026CMJAX: the 1 perspectives are evenly split.
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 $0.46B 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?
Who Are CMJAX's Competitors?
CMJAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FSRFX Fidelity Select Transportation Portfolio | $119.29 | +0.00% | $499.34M | 47 |
| SII Sprott Inc. | $131.01 | +3.20% | $3.38B | 71 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.79B | 70 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.67 | +0.00% | $127.64M | 70 |
| IDKFF ThreeD Capital Inc. | $0.08 | +0.00% | $5.72M | 70 |
| DIAX Nuveen Dow 30 Dynamic Overwrite Fund | $14.10 | +0.00% | $512.77M | 62 |
| STEX Streamex Corp. (STEX) is focused on real-world asset tokenization, particularly integrating the gold and commodities market into blockchain technology. The company | $1.14 | -7.32% | 46M | 62 |
| JHG Janus Henderson Group plc | $51.72 | +0.05% | 8B | 62 |
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. The global ESG assets are projected to exceed $50 trillion by 2025, indicating a substantial market for ESG-focused funds like CMJAX. 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 Opportunities Does CMJAX Have?
- Growing demand for ESG investments.
- Expansion of ESG-focused indices.
- Partnerships with financial advisors.
- Product innovation in ESG space.
What Threats Does CMJAX Face?
- Increased competition from other ESG funds.
- Changes in ESG regulations.
- Market fluctuations in mid-cap equities.
- Potential for greenwashing accusations.
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.
CMJAX Financials
CMJAX Latest News
No recent news available for CMJAX.
CMJAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CMJAX.
Price Targets
Wall Street price target analysis for CMJAX.
CMJAX MoonshotScore
What does this score mean?
The MoonshotScore rates CMJAX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
What Investors Ask About Calvert US Mid Cap Core Rspnb Idx A (CMJAX) — Financial Services
What does Calvert US Mid Cap Core Rspnb Idx A do?
Calvert US Mid Cap Core Rspnb Idx A is an index 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 an index composed of these companies, providing investors with diversified exposure to mid-cap equities while adhering to responsible investing principles. The fund generates revenue through management fees charged on assets under management.
What do analysts say about CMJAX stock?
AI analysis is pending for CMJAX. However, similar ESG-focused funds are generally evaluated based on their ability to track the target index, their expense ratios, and their adherence to ESG principles. Key valuation metrics include the fund's price-to-earnings ratio and its dividend yield of 4.34%. Growth considerations include the increasing demand for ESG investments and the potential for the fund to attract new investors seeking to align their portfolios with their values. No recommendation is made.
What are the main risks for CMJAX?
The main risks for Calvert US Mid Cap Core Rspnb Idx A include fluctuations in the mid-cap equity market, changes in the ESG landscape that could impact the composition of the index, increased competition from other ESG funds, and potential changes in ESG regulations. The fund is also vulnerable to potential greenwashing accusations if it is perceived to be misrepresenting its ESG credentials. These risks could impact the fund's performance and its ability to attract and retain investors.
What are the key factors to evaluate for CMJAX?
Calvert US Mid Cap Core Rspnb Idx A (CMJAX) currently holds an AI score of 45/100, indicating low score. Key strength: Strong focus on responsible investing. Primary risk to monitor: Fluctuations in the mid-cap equity market. This is not financial advice.
How frequently does CMJAX data refresh on this page?
CMJAX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven CMJAX's recent stock price performance?
Recent price movement in Calvert US Mid Cap Core Rspnb Idx A (CMJAX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Strong focus on responsible investing. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider CMJAX overvalued or undervalued right now?
Determining whether Calvert US Mid Cap Core Rspnb Idx A (CMJAX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying CMJAX?
Before investing in Calvert US Mid Cap Core Rspnb Idx A (CMJAX), 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) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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 for CMJAX.
- Competitor information is incomplete.