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Morningstar

Calvert Small/Mid-Cap I CMCIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 25.80  /  −0.12 %
  • Total Assets 64.5 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:53 PM GMT+0

Morningstar’s Analysis CMCIX

Will CMCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Calvert Small/ Mid-Cap I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CMCIX

More CMCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

3.87 2.4 Mil
Cash and Equivalents

Core & Main Inc Class A

3.39 2.1 Mil
Industrials

CBIZ Inc

3.22 2.0 Mil
Industrials

AptarGroup Inc

2.76 1.7 Mil
Healthcare

Chemed Corp

2.70 1.7 Mil
Healthcare

The Cooper Companies Inc

2.60 1.6 Mil
Healthcare

WR Berkley Corp

2.49 1.6 Mil
Financial Services

Dorman Products Inc

2.46 1.5 Mil
Consumer Cyclical

Tradeweb Markets Inc

2.41 1.5 Mil
Financial Services

Domino's Pizza Inc

2.29 1.4 Mil
Consumer Cyclical