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

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.

The average market capitalization across the Calvert Small/Mid-Cap I MF is 12.15B. The market cap for tickers in the group ranges from 3.76B to 26.08B. RPRX holds the highest valuation in this group at 26.08B. The lowest valued company is DORM at 3.76B.

The average weekly volume growth across all stocks in the Calvert Small/Mid-Cap I MF was 50%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -4%