CMCIX Mutual Fund (Calvert Small/Mid-Cap Fund Class I) is managed by Calvert. CMCIX expense ratio is 0.89%, holding 77 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2023-09-18.

CMCIX performance shows a YTD return of 8.68%. The 1-year return is 5.64%. CMCIX dividend yield stands at 3.89%, paid annually.

CMCIX top holdings include Csw Industri Inc (3.1%), Burlington Stores Inc (2.7%), Rpi International Holdings Lp P/P (2.4%), Wyndham Hotels (2.3%), Aramark Services, Inc. (2.3%). View all CMCIX holdings, sector breakdown, or dividend history.

CMCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.