About CMPAX
Calvert Small/Mid-Cap Fund Class A is a mutual fund focused on achieving long-term total return by investing predominantly in small- and mid-capitalization companies within the United States. The fund employs a bottom-up research process to identify companies exhibiting high or improving quality, with an emphasis on effective management of financially material environmental, social, and governance (ESG) factors. It typically maintains a diversified portfolio across various sectors, with core allocations in financials, industrials, consumer discretionary, and information technology. Notable holdings include regional banks, business services, and real estate firms. The fund manages portfolio risk by broad issuer and industry diversification and rigorous fundamental analysis, targeting companies with strong free cash flow, robust returns on capital, and positive earnings trends. The Calvert Principles for Responsible Investment are integrated throughout the investment process, reflecting the fund’s commitment to responsible investing. With a typical average market capitalization around $10 billion and a portfolio consisting of several dozen holdings, the fund plays a significant role in connecting investors to the growth potential of U.S. small and mid-sized companies, while prioritizing sustainability and responsible business practices.
Fund Family Calvert Research and Management
Category Small Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol CMPAX
CMPAX had a total return of 0.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.44%.
