Calvert Capital Accumulation Fund Quote

CCPIX Fund  USD 47.79  0.37  0.78%   

Performance

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Odds Of Distress

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Calvert Capital is trading at 47.79 as of the 26th of July 2025; that is 0.78 percent increase since the beginning of the trading day. The fund's open price was 47.42. Calvert Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 27th of April 2025 and ending today, the 26th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. Calvert Mid-Cap is traded on NASDAQ Exchange in the United States. More on Calvert Capital Accumulation

Moving together with Calvert Mutual Fund

  0.8CDHAX Calvert Developed MarketPairCorr
  0.8CDHRX Calvert InternationalPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Calvert Research and Management (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Capital Accumulation [CCPIX] is traded in USA and was established 26th of July 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 2.62% with the current yeild of 0.0%, while the total return for the last 3 years was 8.9%.
Check Calvert Capital Probability Of Bankruptcy

Instrument Allocation

Top Calvert Capital Accumulation Mutual Fund Constituents

LAMRLamar AdvertisingStockReal Estate
WEXWex IncStockIndustrials
ALLYAlly FinancialStockFinancials
INFOHarbor ETF TrustEtfLarge Blend
EXRExtra Space StorageStockReal Estate
PFGCPerformance Food GroupStockConsumer Staples
EQREquity ResidentialStockReal Estate
CTSHCognizant Technology SolutionsStockInformation Technology
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Calvert Capital Top Holders

CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
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Calvert Capital Accu Risk Profiles

Calvert Capital Against Markets

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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