Morningstar® Investment Profile™   Morningstar®
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Calvert VP S&P MidCap 400 Index F
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 372
Mid-Cap Blend Funds
Style Box™
What is this?
As of 2022-04-30
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks investment results that correspond to the total return performance of U.S. common stocks, as represented by the S&P MidCap 400 Index.
Under normal circumstances, the fund will invest at least 80% of its net assets in investments with economic characteristics similar to midcap stocks as represented in the index. The index is an unmanaged index comprising common stocks of 400 mid-sized U.S. companies.
  Morningstar Category: Mid-Cap Blend
The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of the-road profile. Most shy away from high-priced growth stocks but aren't so price-conscious that they land in value territory. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. 
  Investment Risks
Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.9
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.6
Bullet Bonds Bonds 0.3
Bullet Cash Cash 2.2
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-04-30
Morningstar Equity Sectors
% of Stocks
Cyclical 45.26
Basic Materials 6.40
Consumer Cyclical 14.72
Financial Services 14.56
Real Estate 9.58
Sensitive 38.25
Communication Services 1.54
Energy 4.60
Industrials 18.12
Technology 13.99
Defensive 16.49
Consumer Defensive 4.03
Healthcare 9.27
Utilities 3.19
Data through 2022-04-30
Holding Status
Total Number of Stock Holdings 400
Total Number of Bond Holdings 1
% of Net Assets in Top 10 Holdings 6.08
Turnover % (as of 2021-12-31) 15.00
30 Day SEC Yield % 0.00
Top Holdings
Sector P/E % of Net
Targa Resources Corp --- 0.76
Steel Dynamics Inc 4.44 0.73
SPDR® S&P MIDCAP 400 ETF Trust --- --- 0.66
Carlisle Companies Inc 25.39 0.61
Rexford Industrial Realty Inc --- 0.57
Alcoa Corp 16.16 0.56
Reliance Steel & Aluminum Co 7.43 0.56
Cleveland-Cliffs Inc 3.42 0.55
Cognex Corp 31.24 0.54
First Horizon Corp 13.59 0.54
Data through 2022-04-30
  Principal Risks   
Lending, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Index Correlation/Tracking Error, Market/Market Volatility, Equity Securities, ETF, Industry and Sector Investing, Restricted/Illiquid Securities, Derivatives, Shareholder Activity, Passive Management, Small Cap, Mid-Cap, Real Estate/REIT Sector
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  Other Information
Inception Date: 2007-10-01
Portfolio Manager(s)
Kevin L. Keene   (2008-11-30)
Kevin L. Keene, CFA May 2014 -present: Portfolio Manager, AIP April 2013-April 2014: Assistant Portfolio Manager, AIP 2011-2013: Senior Analyst, AIP 2008-2011: Equity Index and Derivatives Analyst, AIP
Investment Advisor(s)
Calvert Research and Management
Calvert Research and Management
Ameritas Investment Partners, Inc
Show Data Definitions

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