Calvert Mid is trading at 45.40 as of the 28th of January 2026; that is 0.02 percent increase since the beginning of the trading day. The fund's open price was 45.39. Calvert Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 30th of October 2025 and ending today, the 28th of January 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
Calvert Mid Cap [CMJIX] is traded in USA and was established 28th of January 2026. 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 425.53 M in assets under management (AUM) with no minimum investment requirementsCalvert Mid Cap is currently producing year-to-date (YTD) return of 4.09% with the current yeild of 0.01%, while the total return for the last 3 years was 11.48%.
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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.
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.
Have you ever been surprised when a price of an equity instrument such as Calvert Mid 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 Mid's institutional investor refers to the entity that pools money to purchase Calvert Mid's 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.
Note, although Calvert Mid's 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 Mid Outstanding Bonds
Calvert Mid 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 Mid 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 Mid 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 Mid's time-series forecasting models are one of many Calvert Mid's 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 Mid's 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 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.