Calvert Mid Cap Fund Fundamentals
| CMJIX Fund | USD 44.66 0.50 1.13% |
Calvert Mid Cap fundamentals help investors to digest information that contributes to Calvert Us' financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert Us' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert Us mutual fund.
Calvert |
Calvert Mid Cap Mutual Fund Three Year Return Analysis
Calvert Us' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Us Three Year Return | 1.81 % |
Most of Calvert Us' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Calvert Mid Cap has a Three Year Return of 1.8101%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Calvert Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Us's current stock value. Our valuation model uses many indicators to compare Calvert Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Us competition to find correlations between indicators driving Calvert Us's intrinsic value. More Info.Calvert Mid Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,606 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Us' earnings, one of the primary drivers of an investment's value.Calvert Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Us' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Us could also be used in its relative valuation, which is a method of valuing Calvert Us by comparing valuation metrics of similar companies.Calvert Mid is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Calvert Us
The fund invests 99.73% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.28%) .Asset allocation divides Calvert Us' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Total Asset | 354.7 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 15.26 % | ||||
| One Year Return | 27.59 % | ||||
| Three Year Return | 1.81 % | ||||
| Five Year Return | 10.79 % | ||||
| Net Asset | 450.91 M | ||||
| Last Dividend Paid | 0.26 | ||||
| Cash Position Weight | 0.28 % | ||||
| Equity Positions Weight | 99.73 % |
About Calvert Us Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Us using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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