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Calvert Mid-Cap C CCACX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 21.86  /  +0.14 %
  • Total Assets 235.8 Mil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis CCACX

Will CCACX outperform in future?

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

Strength in Calvert Mid-Cap C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings CCACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Cooper Companies Inc

3.24 7.8 Mil
Healthcare

Core & Main Inc Class A

2.94 7.1 Mil
Industrials

Teleflex Inc

2.91 7.0 Mil
Healthcare

Tyler Technologies Inc

2.91 7.0 Mil
Technology

VeriSign Inc

2.76 6.6 Mil
Technology

Equity Lifestyle Properties Inc

2.66 6.4 Mil
Real Estate

AptarGroup Inc

2.64 6.4 Mil
Healthcare

Alliant Energy Corp

2.58 6.2 Mil
Utilities

Lamar Advertising Co Class A

2.57 6.2 Mil
Real Estate

CMS Energy Corp

2.55 6.2 Mil
Utilities