Calvert US Mid-Cap Core Responsible Index Fund Class R6 (CMCRX)

Overview

The described fund is a specialized investment vehicle that focuses its strategy on equity holdings in small-cap U.S. companies. This fund adheres to a disciplined investing approach, mandating that over 80% of its net assets, which may include borrowed funds, are allocated towards equities of small-cap firms. The definition of small-cap companies for the purposes of this fund’s investments aligns with the market capitalization range identified by the Russell 2000® Index at the time of each purchase. This strict adherence to a small-cap strategy makes the fund a pivotal option for investors seeking targeted exposure to this specific segment of the market.

Products and Services

• Equity Investments in Small-Cap U.S. Companies

  The core product of this fund involves the selection and investment in equity securities belonging to small-cap companies based in the United States. These are companies whose market capitalization falls within the bounds of the Russell 2000® Index parameters at the time they are added to the fund's portfolio. This product aims to provide investors with targeted exposure to the small-cap segment of the equity market, potentially capturing the unique growth opportunities these companies can offer.

• Strategic Allocation

  In adherence to its stated investment strategy, this fund ensures that over 80% of its net assets, including any borrowed funds for investment purposes, are dedicated to its primary product of equity investments in small-cap U.S. companies. This strategic allocation underscores the fund's commitment to its investment focus, aiming to maximize returns derived from the small-cap sector. The disciplined approach to maintaining this allocation ratio aids in driving the fund’s performance against its stated objectives.