Capital Management Mid Cap Fund Quote
| CMCIX Fund | USD 26.75 0.06 0.22% |
PerformanceGood
| Odds Of DistressLow
|
Capital Management is trading at 26.75 as of the 19th of July 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 26.81. Capital Management has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . 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 investments. More on Capital Management Mid Cap
Moving together with Capital Mutual Fund
Capital Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Small Growth Funds, Small Growth, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of June 2025 |
Capital Management Mid Cap [CMCIX] is traded in USA and was established 19th of July 2025. Capital Management is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Calvert Research and Management family. Capital Management Mid currently has accumulated 60.05 M in assets under management (AUM) with minimum initial investment of 1 K. with the current yeild of 0.0%, while the total return for the last 3 years was 14.66%.
Check Capital Management 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 Capital 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 Capital 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 Capital Management Mid Cap 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 Capital Management Mid Cap Mutual Fund Constituents
| VRSK | Verisk Analytics | Stock | Industrials | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| CTAS | Cintas | Stock | Industrials | |
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| DGX | Quest Diagnostics Incorporated | Stock | Health Care | |
| SNA | Snap On | Stock | Industrials | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| BURL | Burlington Stores | Stock | Consumer Discretionary |
Capital Management Mid Risk Profiles
| Mean Deviation | 0.7718 | |||
| Semi Deviation | 0.8348 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 |
Capital Management Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Management financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Management security.
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