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CMCIX Calvert Small/Mid-Cap I Forecast, Technical & Fundamental Analysis

The investment seeks to provide growth of capital... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ON Semiconductor Corp (NASDAQ:ON).

Industry description

The investment seeks to provide growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- to mid-capitalization companies (the “80% Policy”). The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500™ Index at the time of investment.

Market Cap

The average market capitalization across the Calvert Small/Mid-Cap I MF is 12.17B. The market cap for tickers in the group ranges from 3.92B to 28.89B. ON holds the highest valuation in this group at 28.89B. The lowest valued company is DORM at 3.92B.

Volume

The average weekly volume growth across all stocks in the Calvert Small/Mid-Cap I MF was 8%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 42
Price Growth Rating: 51
SMR Rating: 64
Profit Risk Rating: 63
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Calvert Management Series4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CMCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMCIX has been closely correlated with NRGEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMCIX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMCIX
1D Price
Change %
CMCIX100%
+0.41%
NRGEX - CMCIX
91%
Closely correlated
+0.43%
PMAQX - CMCIX
87%
Closely correlated
+0.80%
PEMGX - CMCIX
87%
Closely correlated
+0.82%
NRGSX - CMCIX
82%
Closely correlated
+0.42%
TRQZX - CMCIX
79%
Closely correlated
+0.76%
More
Calvert Small/Mid-Cap I (CMCIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com