This fund is designed to replicate the performance of a specific index by investing in the common shares of every company included within it, generally matching their proportional weighting. The fund commits a substantial portion of its capital—typically at least 95% of its net assets, factoring in any borrowed funds for investment—to these index components. Importantly, the index itself is composed exclusively of mid-sized companies that conduct their operations in a manner consistent with the ethical guidelines known as The Calvert Principles for Responsible Investment.
