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CCAFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$36.82
Change
-$1.12 (-2.95%)
Net Assets
240.6M

CCAFX Calvert Mid-Cap A Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks. The fund normally invests at least 80% 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. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Calvert Mid-Cap A MF is 22.34B. The market cap for tickers in the group ranges from 9.52B to 58.74B. MSI holds the highest valuation in this group at 58.74B. The lowest valued company is ATR at 9.52B.

Volume

The average weekly volume growth across all stocks in the Calvert Mid-Cap A MF was 12%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 45
Profit Risk Rating: 45
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Calvert World Values Fund Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CCAFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CCAFX has been closely correlated with FSMDX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCAFX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CCAFX
1D Price
Change %
CCAFX100%
-0.81%
FSMDX - CCAFX
93%
Closely correlated
-0.86%
VMCPX - CCAFX
88%
Closely correlated
-0.84%
VSEMX - CCAFX
84%
Closely correlated
-1.16%
FSMAX - CCAFX
81%
Closely correlated
-1.16%
VIEIX - CCAFX
76%
Closely correlated
-1.16%
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