Morningstar

Calvert Small/Mid-Cap I CMCIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $25.39  /  −0.74 %
  • Fund Size $188.0M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.16%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis CMCIX

Will CMCIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Small/Mid-Cap I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CSW Industrials Inc

3.24 6M
Industrials

Dorman Products Inc

2.48 5M
Consumer Cyclical

Royalty Pharma PLC Class A

2.46 5M
Healthcare

Franklin Electric Co Inc

2.32 5M
Industrials

Donaldson Co Inc

2.27 5M
Industrials

SouthState Bank Corp

2.10 4M
Financial Services

Nordson Corp

2.04 4M
Industrials

Msilf Government Portfolio Msilf Government Portfolio

1.99 4M
Cash and Equivalents

Quaker Houghton

1.97 4M
Basic Materials

Wyndham Hotels & Resorts Inc Ordinary Shares

1.89 4M
Consumer Cyclical

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