Morningstar

Calvert Small/Mid-Cap C CMPCX

Medalist Rating as of Aug 31, 2026 See Eaton Vance Investment Hub

Strategy

The investment seeks to provide growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- to mid-capitalization companies (the “80% Policy”). The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500™ Index at the time of investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CMCIX	Calvert Small/Mid-Cap I	Institutional	Open			Jul 29, 2011	$47.62M	0.890%	Below Average	$1M	−$7.63M
CMPAX	Calvert Small/Mid-Cap A	Front Load	Open			Apr 22, 1968	$138.52M	1.140%	Below Average	$1,000	−$25.03M
CMPCX	Calvert Small/Mid-Cap C	Level Load	Open			Nov 17, 1994	$1.85M	1.890%	Below Average	$1,000	−$548,643.35

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