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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Low
Calvert Capital is trading at 47.79 as of the 25th 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 26th of April 2025 and ending today, the 25th 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. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. More on Calvert Capital Accumulation

Moving together with Calvert Mutual Fund

  0.87CDHIX Calvert Developed MarketPairCorr
  0.85CDHAX Calvert Developed MarketPairCorr
  0.66CDICX Calvert Short DurationPairCorr
  0.85CDHRX Calvert InternationalPairCorr
  0.67CDSRX Calvert Short DurationPairCorr
  0.67CDSIX Calvert Short DurationPairCorr

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 25th 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

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

CBOECboe Global MarketsStockFinancials
GDDYGodaddyStockInformation Technology
MAAMid America Apartment CommunitiesStockReal Estate
NNNNational Retail PropertiesStockReal Estate
LAMRLamar AdvertisingStockReal Estate
LOPEGrand Canyon EducationStockConsumer Discretionary
PFGCPerformance Food GroupStockConsumer Staples
VRSKVerisk AnalyticsStockIndustrials
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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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Sectors
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Analyst Advice
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