CMCIX Mutual Fund

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 8.56%. The 1-year return is 6.70% and the 5-year return is 2.53%. CMCIX dividend yield stands at 3.90%, paid annually.

CMCIX top holdings include Csw Industrials, Inc. (3.1%), Burlington Stores Inc (2.7%), Royalty Pharma Plc Class A Ordinary Share (2.4%), Wyndham Hotels & Resorts Inc (2.3%), Aramark Services Inc 2/1/2028 (2.3%). Go to all CMCIX holdings, CMCIX sectors, or CMCIX dividends.

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