Calvert US Mid-Cap Core Responsible Index ETFCVMC
CVMC
0
Funds holding %
of 6,812 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
29% more funds holding
Funds holding: 14 [Q2] → 18 (+4) [Q3]
25% less capital invested
Capital invested by funds: $67.9M [Q2] → $51M (-$16.8M) [Q3]
45.97% less ownership
Funds ownership: 123.12% [Q2] → 77.15% (-45.97%) [Q3]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for CVMC.
Financial journalist opinion
Neutral
ETF Trends
2 weeks ago
Explore Equity Investing Opportunities Outside of Mega Caps
It's certainly no secret that the mega-cap tech giants in the Magnificent Seven saw stellar returns this year. Investors that focused their exposure in the Magnificent Seven mega caps this year have undoubtedly enjoyed the results.
Positive
ETF Trends
3 months ago
Latest GDP Numbers Support CVMC's Core ETF Strategy
More good news has come out in favor of strong U.S. economic fundamentals. The latest report from the Bureau of Economic Analysis shows that second-quarter GDP growth accelerated by 30% for the quarter.
Positive
ETF Trends
3 months ago
Why Responsible Mid Cap ETFs Make Sense Right Now
After over half a year of uncertainty, confidence is finally mounting in favor of the Federal Reserve cutting interest rates in September. In fact, a slim majority of economists polled by Reuters are even betting on the Fed cutting rates three times this year, during the September, November, and December meetings.
Positive
ETF Trends
11 months ago
Morgan Stanley Investment Management's Calvert ETFs Turn 1
Morgan Stanley Investment Management's lineup of ETFs has grown to over half a billion dollars in assets since their launch last year. The firm entered the ETF space one year ago with the launch of six Calvert ETFs.
Positive
ETF Trends
1 year ago
Mid-Cap Firms Boosting ESG, Sustainability Focus
Mid-cap stocks are often overlooked relative to their larger and smaller peers. That status is amplified when introducing environmental, social, and governance (ESG) and sustainability principles into the equation.
Positive
ETF Trends
1 year ago
Despite Criticism, ESG Is Mainstream and Desired
Arguably, no investing style has been on the receiving end of as much criticism as environmental, social, and governance (ESG) investing. For its supporters and those interested in implementing its benefits in their portfolios, the good news is that while they're loud and vocal, the critics don't speak for all market participants.
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