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Calvert Mid-Cap C CCACX

Quantitative rating as of
  • NAV / 1-Day Return 20.51  /  0.49 %
  • Total Assets 256.1 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 0.00
  • Turnover 109%

Morningstar’s Analysis CCACX

Will CCACX outperform in future?

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

Summary

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Calvert Mid-Cap C's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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