Calvert Mid-Cap Fund Class I (CCPIX)
Calvert Mid-Cap Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Washington, DC, US. The stock last traded at $40.70, down 1.45% on the session, giving a market capitalisation of $179.0M. Its beta of 0.96 implies it has historically moved less than the broad market.
This fund generally commits at least 80% of its net assets, which includes any borrowed capital, to common equity shares of mid-capitalization companies. The advisor classifies these mid-sized enterprises as those whose market value falls within the prevailing range of the Russell Midcap® Index at the point of acquisition. Although primarily concentrating on U.S. mid-cap firms, the fund also has the flexibility to invest in small-capitalization companies. Furthermore, holdings may include publicly traded real estate investment trusts. Up to a quarter (25%) of its net assets can also be allocated to foreign securities.
Calvert Mid-Cap Fund Class I is most often compared with the following Financial Services names: