Calvert Mid Cap Fund Quote
| CMJAX Fund | USD 42.74 0.41 0.95% |
PerformanceSolid
| Odds Of DistressLow
|
Calvert Mid is trading at 42.74 as of the 9th of July 2025; that is 0.95 percent decrease since the beginning of the trading day. The fund's open price was 43.15. Calvert Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 19th of August 2023 and ending today, the 9th of July 2025. Click here to learn more.
The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. More on Calvert Mid Cap
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Mid Cap [CMJAX] is traded in USA and was established 9th of July 2025. Calvert Mid is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 450.91 M in assets under management (AUM) with no minimum investment requirementsCalvert Mid Cap is currently producing year-to-date (YTD) return of 3.76% with the current yeild of 0.01%, while the total return for the last 3 years was 10.95%.
Check Calvert Mid 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 Calvert 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 Calvert 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 Calvert 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 Calvert Mid Cap Mutual Fund Constituents
| LUV | Southwest Airlines | Stock | Industrials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| JCI | Johnson Controls International | Stock | Industrials | |
| DG | Dollar General | Stock | Consumer Staples | |
| NOV | NOV Inc | Stock | Energy | |
| IR | Ingersoll Rand | Stock | Industrials | |
| MRNA | Moderna | Stock | Health Care |
Calvert Mid Cap Risk Profiles
| Mean Deviation | 1.09 | |||
| Semi Deviation | 1.68 | |||
| Standard Deviation | 1.81 | |||
| Variance | 3.26 |
Calvert Mid Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Mid financial ratios help investors to determine whether Calvert 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 Calvert with respect to the benefits of owning Calvert Mid security.
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