Calvert Mid Cap Fund Quote
| CMJIX Fund | USD 45.07 0.06 0.13% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Calvert Us is trading at 45.07 as of the 2nd of December 2024; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 45.13. Calvert Us has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Calvert Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. More on Calvert Mid Cap
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Mid Cap [CMJIX] is traded in USA and was established 2nd of December 2024. Calvert Us is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 450.91 M in assets under management (AUM) with no minimum investment requirementsCalvert Mid Cap is currently producing year-to-date (YTD) return of 20.8% with the current yeild of 0.01%, while the total return for the last 3 years was 4.48%.
Check Calvert Us 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 Calvert 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 Calvert 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 Calvert 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 Calvert Mid Cap Mutual Fund Constituents
| ROKU | Roku Inc | Stock | Communication Services | |
| LUV | Southwest Airlines | Stock | Industrials | |
| DXCM | DexCom Inc | Stock | Health Care | |
| AWK | American Water Works | Stock | Utilities | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| SQ | Block Inc | Stock | Industrials | |
| EMN | Eastman Chemical | Stock | Materials |
Calvert Us Top Holders
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CALCX | Calvert Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CCLAX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CFAIX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CLAIX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CMAAX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Calvert Mid Cap Risk Profiles
| Mean Deviation | 0.6091 | |||
| Semi Deviation | 0.555 | |||
| Standard Deviation | 0.7919 | |||
| Variance | 0.627 |
Calvert Us Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Us financial ratios help investors to determine whether Calvert 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 Calvert with respect to the benefits of owning Calvert Us security.
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