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CMMRX

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Analysis and statistics

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About

CMMRX.US is the ticker symbol for Calvert US Mid-Cap Core Responsible Index Fund Class R6 shares. This mutual fund is managed by Calvert Research and Management, a firm specializing in responsible and sustainable investing. The fund primarily invests in mid-capitalization U.S. companies, aiming to track the performance of the Calvert US Mid-Cap Core Responsible Index, which screens companies based on environmental, social, and governance (ESG) criteria. The "R6" class shares are typically available to institutional investors, retirement plans, and certain advisory platforms and often have lower expense ratios compared to other share classes.
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Factors

Expense Ratio: A higher expense ratio directly reduces returns, making the fund less attractive and potentially lowering its price.

Performance: Consistently strong historical performance, relative to its benchmark and peers, can drive demand and increase the fund's price.

Interest Rates: Rising interest rates can negatively impact bond values within the fund, potentially decreasing the overall price of CMMRX.US.

Credit Risk: Changes in the creditworthiness of the issuers of bonds held by the fund influence its price; downgrades can lead to price declines.

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