CMJAX Mutual Fund

CMJAX Mutual Fund (Calvert US Mid Cap Core Responsible Index Class A) is managed by Calvert with $81.1M in net assets. CMJAX expense ratio is 0.49%, holding 592 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2015-10-30.

CMJAX performance shows a YTD return of 17.15%. The 1-year return is 20.46% and the 5-year return is 6.32%. CMJAX dividend yield stands at 0.95%, paid annually.

CMJAX top holdings include TARGET CORP (0.6%), Hewlett Packard Enterprise Co (0.6%), Arthur J Gallagher & Co. (0.6%), Paccar Inc. (0.6%), Vivmark Residential (0.5%). Go to all CMJAX holdings, CMJAX sectors, or CMJAX dividends.

CMJAX can be compared against other funds. Use CMJAX overlap to find shared positions, or CMJAX vs another fund for a side-by-side view. CMJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.