CMPAX Mutual Fund

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 6.43%. The 1-year return is 0.49% and the 5-year return is 2.29%. CMPAX dividend yield stands at 4.09%, paid annually.

CMPAX top holdings include Csw Industrials, Inc. (3.4%), Dorman Products Inc (2.7%), Franklin Electric Co Inc (2.4%), Donaldson Co Inc (2.3%), Royalty Pharma Plc Class A Ordinary Share (2.3%). Go to all CMPAX holdings, CMPAX sectors, or CMPAX dividends.

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