Congressional Effect Fund Quote
| CEFIX Fund | USD 14.07 0.09 0.64% |
PerformanceStrong
| Odds Of DistressLow
|
Congressional Effect is trading at 14.07 as of the 21st of July 2025; that is 0.64 percent up since the beginning of the trading day. The fund's open price was 13.98. Congressional Effect has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.. More on Congressional Effect Fund
Moving together with Congressional Mutual Fund
Congressional Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Congressional Effect Fund [CEFIX] is traded in USA and was established 21st of July 2025. Congressional Effect is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calvert Research and Management family. This fund currently has accumulated 90.74 M in assets under management (AUM) with no minimum investment requirementsCongressional Effect is currently producing year-to-date (YTD) return of 19.84% with the current yeild of 0.02%, while the total return for the last 3 years was 13.36%.
Check Congressional Effect Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Congressional Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Congressional Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Congressional Effect Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Congressional Effect Fund Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BAP | Credicorp | Stock | Financials | |
| BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region | |
| HTO | H2O America | Stock | Utilities | |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
Congressional Effect Top Holders
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CLAIX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CMACX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CMAAX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Congressional Effect Risk Profiles
| Mean Deviation | 0.5555 | |||
| Standard Deviation | 0.7877 | |||
| Variance | 0.6205 | |||
| Downside Variance | 0.5173 |
Congressional Effect Against Markets
Other Information on Investing in Congressional Mutual Fund
Congressional Effect financial ratios help investors to determine whether Congressional Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Congressional with respect to the benefits of owning Congressional Effect security.
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