Skip to Content
Morningstar

Calvert Mid-Cap A CCAFX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 33.71  /  1.44 %
  • Total Assets 215.8 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.03%
  • Turnover 109%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:16 PM GMT+0

Morningstar’s Analysis CCAFX

Will CCAFX 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 CCAFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CCAFX 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 CCAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Calvert Mid-Cap A'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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCAFX

More CCAFX Holdings
  • Current Portfolio Date
  • Equity Holdings 53
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Cooper Companies Inc

2.85
6,551,960
Healthcare

VeriSign Inc

2.84
6,537,871
Technology

Rentokil Initial PLC ADR

2.83
6,515,317
Industrials

Tyler Technologies Inc

2.81
6,465,142
Technology

AptarGroup Inc

2.79
6,426,056
Healthcare

Wyndham Hotels & Resorts Inc Ordinary Shares

2.75
6,327,097
Consumer Cyclical

Sysco Corp

2.56
5,885,848
Consumer Defensive

Alliant Energy Corp

2.55
5,872,140
Utilities

O'Reilly Automotive Inc

2.52
5,801,253
Consumer Cyclical

Equity Lifestyle Properties Inc

2.52
5,791,112
Real Estate