CMPAX Mutual Fund (Calvert Small/Mid-Cap Fund Class A) is managed by Calvert. CMPAX expense ratio is 1.14%, holding 77 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2023-09-18.

CMPAX performance shows a YTD return of 8.58%. The 1-year return is 5.42%. CMPAX dividend yield stands at 4.01%, paid annually.

CMPAX 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 CMPAX holdings, sector breakdown, or dividend history.

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