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Calvert Capital Accumulation Fund Class A (CCAFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund offers opportunities for long-term capital appreciation primarily by investing in the common stocks of U.S. mid-cap companies that meet the fund's investment criteria, including financial, sustainability and social responsibility investment factors. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The fund may also invest up to 25% of its net assets in foreign securities. It is non-diversified.


1 month+7.43% 3 years+3.70%
3 months+2.28% 5 years+9.45%
1 year-0.22% Since inception+7.40%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.45%+13.89%
Expense ratio1.28%1.26%
Risk 5 year sharpe ratio0.720.83
Net assets$381.8M$1.2B
Average market cap$9.6B$9.6B
Average P/E19.424.4
Portfolio turnover199%199%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureKurt Moeller / 0 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock97.48%
Fixed income2.34%
International stock0.18%
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
PFG Principal Financial Group Inc2.59%
EWBC East West Bancorp Inc2.47%
AMAT Applied Materials Inc2.23%
A Agilent Technologies Inc2.07%
UMPQ Umpqua Holdings Corp2.01%
MXIM Maxim Integrated Products Inc2.01%
IR Ingersoll-Rand1.99%
DGX Quest Diagnostics Inc1.99%
ISBC Investors Bancorp Inc1.93%
ETN Eaton Corporation PLC1.90%

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