| 34.51 Net Asset Value | -0.14% 1 Day | +13.74% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | 4.75 Sales Expenses | 1.53% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +7.20% | 3 years | +16.53% | |
| 3 months | +6.73% | 5 years | +7.10% | |
| 1 year | +26.54% | Since inception | +7.74% |
| CCAFX | Category | |
|---|---|---|
| Performance 5-yr return | +7.10% | +6.62% |
| Expense ratio | 1.53% | 1.38% |
| Risk 5 year sharpe ratio | 0.41 | 0.34 |
| Net assets | $313.3M | $1.1B |
| Average market cap | $4.4B | $6.8B |
| Average P/E | 17.0 | 22.6 |
| Portfolio turnover | 63% | 63% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Calvert Investments |
| Fund manager & tenure | Michelle Clayman / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 16.13% |
| Hardware | 14.70% |
| Industrial materials | 13.98% |
| Consumer service | 11.51% |
| Healthcare | 10.59% |
| CHD Church & Dwight Company, Inc. | 3.69% |
| WCC Wesco International, Inc. | 3.57% |
| INGR Ingredion Inc | 3.26% |
| LUFK Lufkin Industries, Inc. | 3.21% |
| PII Polaris Industries, Inc. | 3.16% |
| SYNT Syntel, Inc. | 3.06% |
| DST DST Systems, Inc. | 3.05% |
| VMI Valmont Industries, Inc. | 3.04% |
| TRW TRW Automotive Holdings Corp | 2.85% |
| CSTR Coinstar, Inc. | 2.72% |
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