CMPCX Mutual Fund

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 7.98%. The 1-year return is 5.62% and the 5-year return is 1.50%. CMPCX dividend yield stands at 5.12%, paid annually.

CMPCX 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 CMPCX holdings, CMPCX sectors, or CMPCX dividends.

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