Calvert Mid-Cap Fund Class I (CCPIX) Research
This fund generally commits at least 80% of its net assets, which includes any borrowed capital, to common equity shares of mid-capitalization companies. The advisor classifies these mid-sized enterprises as those whose market value falls within the prevailing range of the Russell Midcap® Index at the point of acquisition. Although primarily concentrating on U.S. mid-cap firms, the fund also has the flexibility to invest in small-capitalization companies. Furthermore, holdings may include publicly traded real estate investment trusts. Up to a quarter (25%) of its net assets can also be allocated to foreign securities.
Market snapshot
- Symbol
- CCPIX
- Price
- $40.70
- Day change
- -1.45%
- Market cap
- $179.0M
- 52-week range
- 40.54-50.73
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BMO Aggressive Allocation Fund- Class R6 (BDSQX)
- BMO Aggressive Allocation Fund- Class Y (BDSYX)
- Allspring C&B Mid Cap Value Fund Class A (CBMAX)
- Allspring C&B Mid Cap Value Fund Admin Cl (CBMIX)
- Calvert Mid-Cap Fund Class A (CCAFX)
- First Trust New Opportunities MLP & Energy Fund (FPL)
- BMO Low Volatility Equity Fund Class I (MLVEX)
- Nuveen Large Cap Growth Fund Class C (NLCGX)
Open Calvert Mid-Cap Fund Class I (CCPIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.