CVMC

CVMC seeks positive global change and long-term value creation by tracking a market cap-weighted index comprised of mid-cap companies in the US. The index is composed of common stocks of the 1000 largest US companies based on market capitalization. To identify the mid-cap universe, the index excludes the 200 largest companies from the initial universe. In constructing the portfolio, the fund selects companies using the "Calvert Principles," the proprietary research evaluates companies' activities using the following ESG metrics: environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. Companies are also evaluated based on their capability to provide positive leadership in their areas of operation, resulting in the improvement of shareholder value and societal outcomes. The fund excludes REITs and business development companies. The index reconstitutes annually and rebalances quarterly.