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Morningstar

Calvert Mid-Cap A CCAFX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 35.76  /  −0.11 %
  • Total Assets 226.5 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 12:17 AM GMT+0

Morningstar’s Analysis CCAFX

Will CCAFX outperform in 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 CCAFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCAFX 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 CCAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Calvert Mid-Cap A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCAFX

More CCAFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AptarGroup Inc

3.31 7.4 Mil
Healthcare

Core & Main Inc Class A

3.29 7.4 Mil
Industrials

The Cooper Companies Inc

3.27 7.3 Mil
Healthcare

Lamar Advertising Co Class A

3.01 6.8 Mil
Real Estate

CMS Energy Corp

2.86 6.4 Mil
Utilities

Tradeweb Markets Inc

2.84 6.4 Mil
Financial Services

Motorola Solutions Inc

2.73 6.1 Mil
Technology

AMETEK Inc

2.71 6.1 Mil
Industrials

Alliant Energy Corp

2.69 6.0 Mil
Utilities

Aramark

2.54 5.7 Mil
Industrials