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Calvert Small/Mid-Cap C (CMPCX)
As of 8:05 AM EDT. Market Open.
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20.17 - YTD Return 2.61%
- Expense Ratio 0.89%
- Category Mid-Cap Growth
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 61.81M
- Beta (5Y Monthly) 0.92
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 43.00%
- Last Dividend 0.10
- Inception Date Nov 17, 1994
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- to mid-capitalization companies (the “80% policy”). The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500® Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500™ Index was $3.0 million to $23.8 billion.
Calvert Research and Management
Fund Family
Mid-Cap Growth
Fund Category
61.81M
Net Assets
1994-11-17
Inception Date
Performance Overview: CMPCX
Trailing returns as of 6/13/2024. Category is Mid-Cap Growth.
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Holdings: CMPCX
Top 10 Holdings (27.45% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCMPCX
Industrials 27.60%
Financial Services 17.96%
Healthcare 14.23%
Consumer Cyclical 13.00%
Technology 12.12%
Real Estate 7.42%
Utilities 3.57%
Consumer Defensive 2.35%
Basic Materials 1.75%
Communication Services 0.00%
Energy 0.00%
Recent News: CMPCX
Research Reports: CMPCX
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