Calvert Capital Accumulation Fund Quote
Calvert Capital is trading at 31.55 as of the 30th of September 2025; that is No Change since the beginning of the trading day. The fund's open price was 31.55. The performance scores are derived for the period starting the 2nd of July 2025 and ending today, the 30th of September 2025. Click here to learn more.
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Capital Accumulation [CCAFX] is traded in USA and was established 30th of September 2025. Calvert Capital is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 260.11 M in assets under management (AUM) with no minimum investment requirementsCalvert Capital Accu is currently producing year-to-date (YTD) return of 4.26% with the current yeild of 0.0%, while the total return for the last 3 years was 7.83%.
Check Calvert Capital Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Capital Accumulation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Capital Accumulation Mutual Fund Constituents
| BR | Broadridge Financial Solutions | Stock | Industrials | |
| AME | Ametek Inc | Stock | Industrials | |
| TW | Tradeweb Markets | Stock | Financials | |
| XEL | Xcel Energy | Stock | Utilities | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| CNC | Centene Corp | Stock | Health Care | |
| CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
| ANSS | ANSYS Inc | Stock | Information Technology |
Calvert Capital Accu Risk Profiles
| Mean Deviation | 1.22 | |||
| Semi Deviation | 3.2 | |||
| Standard Deviation | 3.43 | |||
| Variance | 11.76 |
Calvert Capital Against Markets
Calvert Capital Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Calvert Capital mutual fund to make a market-neutral strategy. Peer analysis of Calvert Capital could also be used in its relative valuation, which is a method of valuing Calvert Capital by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Calvert Mutual Fund
Calvert Capital financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Capital security.
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