CCPIX Mutual Fund

CCPIX Mutual Fund

NAV$40.70
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Fund Essentials

Net Assets
$49M
Expense Ratio
0.93%
Dividend Yield (Current)
0.23%
Holdings
63
Inception Date
Feb 26, 1999
Fund Family
Calvert
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.70%
1 Year+4.29%
3 Year+8.85%
5 Year+6.24%
10 Year+6.73%

Asset Allocation

Stocks: 98.11%
Cash: 1.88%
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Dividend Summary

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Dividend Yield (Current)
0.23%
Frequency
Annually
Latest Distribution
$5.26
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CCPIX Mutual Fund Overview

CCPIX Mutual Fund (Calvert Mid-Cap Fund Class I) is managed by Calvert with $48.9M in net assets. CCPIX expense ratio is 0.93%, holding 63 positions across various sectors. Inception date: 1999-02-26.

CCPIX performance shows a YTD return of 5.70%. The 1-year return is 4.29% and the 5-year return is 6.24%. CCPIX dividend yield stands at 0.23%, paid annually.

CCPIX top holdings include a diversified portfolio. Go to all CCPIX holdings, CCPIX sectors, or CCPIX dividends.

CCPIX can be compared against other funds. Use CCPIX overlap to find shared positions, or CCPIX vs another fund for a side-by-side view. CCPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.