CMPCX Mutual Fund (Calvert Small/Mid-Cap Fund Class C) is managed by Calvert. CMPCX expense ratio is 1.89%, holding 77 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2023-09-18.

CMPCX performance shows a YTD return of 8.21%. The 1-year return is 4.59%. CMPCX dividend yield stands at 5.11%, paid annually.

CMPCX 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 CMPCX holdings, sector breakdown, or dividend history.

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