Calvert Capital Accumulation Fund Quote
| CCPIX Fund | USD 48.54 0.99 2.08% |
PerformanceFair
| Odds Of DistressLow
|
Calvert Capital is trading at 48.54 as of the 24th of August 2025; that is 2.08 percent increase since the beginning of the trading day. The fund's open price was 47.55. Calvert Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of July 2025 and ending today, the 24th of August 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. More on Calvert Capital Accumulation
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 Capital Accumulation [CCPIX] is traded in USA and was established 24th of August 2025. Calvert Capital 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 260.11 M in assets under management (AUM) with no minimum investment requirementsCalvert Capital Accu is currently producing year-to-date (YTD) return of 2.62% with the current yeild of 0.0%, while the total return for the last 3 years was 8.9%.
Check Calvert Capital 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 Capital Accumulation 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 Capital Accumulation Mutual Fund Constituents
| GDDY | Godaddy | Stock | Information Technology | |
| CNC | Centene Corp | Stock | Health Care | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| FTV | Fortive Corp | Stock | Industrials | |
| FIS | Fidelity National Information | Stock | Financials | |
| SERV | Serve Robotics Common | Stock | Consumer Discretionary | |
| LAMR | Lamar Advertising | Stock | Real Estate | |
| A | Agilent Technologies | Stock | Health Care |
Calvert Capital Top Holders
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Calvert Capital Accu Risk Profiles
| Mean Deviation | 0.677 | |||
| Semi Deviation | 0.7406 | |||
| Standard Deviation | 0.8757 | |||
| Variance | 0.7669 |
Calvert Capital Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Capital 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 Capital security.
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