Calvert Mid Cap Fund Quote

CMJIX Fund  USD 46.11  0.07  0.15%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Us is trading at 46.11 as of the 18th of February 2026; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 46.18. Calvert Us has less than a 17 % 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 20th of November 2025 and ending today, the 18th of February 2026. 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

  0.93CDHIX Calvert Developed MarketPairCorr
  0.9CDHAX Calvert Developed MarketPairCorr
  0.9CDICX Calvert Short DurationPairCorr
  0.93CDHRX Calvert InternationalPairCorr
  0.89CDSRX Calvert Short DurationPairCorr
  0.88CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Calvert Research and Management (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2026
Fiscal Year EndSeptember
Calvert Mid Cap [CMJIX] is traded in USA and was established 18th of February 2026. Calvert Us 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 440.41 M in assets under management (AUM) with no minimum investment requirementsCalvert Mid Cap is currently producing year-to-date (YTD) return of 6.09% with the current yeild of 0.01%, while the total return for the last 3 years was 11.12%.
Check Calvert Us 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.

Calvert Us Top Holders

CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CALCXCalvert Servative AllocationMutual FundAllocation--30% to 50% Equity
CCLAXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CFAIXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CLAIXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CMAAXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
More Details

Calvert Mid Cap Risk Profiles

Calvert Us Against Markets

Calvert Mutual Fund Analysis Notes

The fund holds 99.73% of assets under management (AUM) in equities. Calvert Mid Cap last dividend was 0.26 per share. Large For more info on Calvert Mid Cap please contact the company at 800-368-2745.

Calvert Mid Cap Investment Alerts

The fund holds 99.73% of its assets under management (AUM) in equities

Top Calvert Mid Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Calvert Us

Have you ever been surprised when a price of an equity instrument such as Calvert Us is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Mid Cap backward and forwards among themselves. Calvert Us' institutional investor refers to the entity that pools money to purchase Calvert Us' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CALCXCalvert Servative AllocationMutual FundAllocation--30% to 50% Equity
CCLAXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CFAIXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CLAIXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CMAAXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
More Details
Note, although Calvert Us' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Calvert Us Outstanding Bonds

Calvert Us issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Mid Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Mid Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Calvert Us Predictive Daily Indicators

Calvert Us intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Us mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Calvert Us Forecast Models

Calvert Us' time-series forecasting models are one of many Calvert Us' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Us' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Calvert Mutual Fund

Calvert Us 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 Us security.
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
FinTech Suite
Use AI to screen and filter profitable investment opportunities