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CCVAX Calvert Small-Cap A Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Calvert Small-Cap A MF is 6.59B. The market cap for tickers in the group ranges from 1.69B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is USPH at 1.69B.

Volume

The average weekly volume growth across all stocks in the Calvert Small-Cap A MF was 22%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 56
Profit Risk Rating: 55
Seasonality Score: -6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Calvert Impact Fund Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CCVAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CCVAX has been closely correlated with NAESX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCVAX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CCVAX
1D Price
Change %
CCVAX100%
N/A
NAESX - CCVAX
95%
Closely correlated
-0.68%
VSMAX - CCVAX
95%
Closely correlated
-0.68%
VSCIX - CCVAX
95%
Closely correlated
-0.68%
VSCPX - CCVAX
95%
Closely correlated
-0.68%
FSSNX - CCVAX
94%
Closely correlated
-1.10%