Capital Management Mid Cap Fund Quote
CMEIX Fund | USD 10.52 0.01 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Capital Management is trading at 10.52 as of the 4th of March 2025; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 10.51. Capital Management has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
Under normal market conditions, at least 80 percent of the funds assets will be invested in equity securities of companies located in emerging market countries. The Sub-Adviser seeks to construct a focused portfolio of approximately 40 to 60 equity securities designed to take advantage of thematic opportunities in emerging markets. More on Capital Management Mid Cap
Moving against Capital Mutual Fund
Capital Mutual Fund Highlights
Fund Concentration | Calvert Research and Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Calvert Research and Management (View all Sectors) |
Update Date | 31st of March 2025 |
Capital Management Mid Cap [CMEIX] is traded in USA and was established 4th of March 2025. Capital Management is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calvert Research and Management family. Capital Management Mid currently has accumulated 5.82 M in assets under management (AUM) with minimum initial investment of 25 K. , while the total return for the last 3 years was 16.7%.
Check Capital Management Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Management Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital Management Mid Cap Mutual Fund Constituents
VRSK | Verisk Analytics | Stock | Industrials | |
ZBRA | Zebra Technologies | Stock | Information Technology | |
CTAS | Cintas | Stock | Industrials | |
SNA | Snap On | Stock | Industrials | |
SWK | Stanley Black Decker | Stock | Industrials | |
XPO | XPO Logistics | Stock | Industrials | |
DGX | Quest Diagnostics Incorporated | Stock | Health Care | |
NWL | Newell Brands | Stock | Consumer Discretionary |
Capital Management Mid Risk Profiles
Mean Deviation | 0.6921 | |||
Standard Deviation | 0.908 | |||
Variance | 0.8245 | |||
Risk Adjusted Performance | (0.18) |
Capital Management Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Management security.
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