CCAFX : Calvert Mid-Cap Fund Class A

CCAFX is a US Stocks Market Mid-Cap Blend with HIGH fees.

CCAFX

Calvert Mid-Cap Fund Class A

FI Score

32 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

32% FI Score
  • ccafx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Calvert Mid-Cap Fund Class A

Expenses: 1.19% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
2.64% Centene Corp
2.62% Xcel Energy Inc
2.31% Dollar General Corp
2.29% CMS Energy Corp
2.21% Electronic Arts Inc
2.20% Sempra Energy
2.18% Black Knight Inc A
2.18% Extra Space Storage Inc
1.89% Agilent Technologies Inc
1.85% Cognizant Technology Solutions Corp A
1.81% Mid-America Apartment Communities Inc
1.77% AvalonBay Communities Inc
1.76% Ball Corp
1.71% Assurant Inc
1.71% AMETEK Inc
1.68% IHS Markit Ltd
1.64% Broadridge Financial Solutions Inc
1.62% Motorola Solutions Inc
1.50% Coca-Cola European Partners PLC
1.50% Teleflex Inc
1.48% Emergent BioSolutions Inc
1.46% Stanley Black & Decker Inc
1.44% National Retail Properties Inc
1.41% ServiceMaster Global Holdings Inc
1.38% AptarGroup Inc

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