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Calvert Mid-Cap Fund Class A (CCAFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks. The fund normally invests at least 80% of its net assets- including borrowings for investment purposes- in common stocks of mid-capitalization companies. It defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. Although primarily investing in mid-cap U.S. companies- the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25% of its net assets in foreign securities.


1 month+4.28% 3 years+6.65%
3 months+7.29% 5 years+9.68%
1 year+15.16% Since inception+7.85%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+9.68%+13.28%
Expense ratio1.32%1.10%
Risk 5 year sharpe ratio0.861.14
Net assets$253.8M$2.2B
Average market cap$9.8B$8.0B
Average P/E25.922.6
Portfolio turnover162%162%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureJade Huang / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.96%
International stock2.74%
Fixed income2.31%
Top 5 Sectors
Portfolio weighting
Consumer goods 16.13%
Hardware 14.70%
Industrial materials 13.98%
Consumer service 11.51%
Healthcare 10.59%
Top 10 Holdings
Portfolio weighting
EXR Extra Space Storage Inc2.03%
NNN National Retail Properties Inc1.89%
APTV Aptiv PLC1.86%
EQR Equity Residential1.81%
FTV Fortive Corp1.74%
LABL Multi-Color Corp1.72%
INTU Intuit1.69%
FAF First American Financial Corp1.68%
LULU Lululemon Athletica Inc1.67%
CMS CMS Energy Corp1.67%