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CMCRX Calvert US Mid Cap Core Rspnb Idx R6 Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Hilton Worldwide Holdings (NYSE:HLT), United Rentals (NYSE:URI), IQVIA Holdings (NYSE:IQV), Nucor Corp (NYSE:NUE).

Industry description

The investment seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index, which measures the investment return of mid-capitalization stocks. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

Market Cap

The average market capitalization across the Calvert US Mid Cap Core Rspnb Idx R6 MF is 52.61B. The market cap for tickers in the group ranges from 34.54B to 67.38B. TT holds the highest valuation in this group at 67.38B. The lowest valued company is NUE at 34.54B.

Volume

The average weekly volume growth across all stocks in the Calvert US Mid Cap Core Rspnb Idx R6 MF was 22%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 47%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 49
Price Growth Rating: 46
SMR Rating: 31
Profit Risk Rating: 37
Seasonality Score: 2 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EQPIX38.31-0.12
-0.31%
Fidelity Advisor Equity Income I
BBISX31.37-0.10
-0.32%
Sterling Capital Behav Lg Cp Val Eq Intl
CCAFX39.36-0.33
-0.83%
Calvert Mid-Cap A
CBALX54.16-0.51
-0.93%
Columbia Balanced Inst
DCUCX14.85-0.25
-1.66%
DWS CROCI US C

CMCRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMCRX has been closely correlated with VMCPX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMCRX jumps, then VMCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMCRX
1D Price
Change %
CMCRX100%
-1.01%
VMCPX - CMCRX
98%
Closely correlated
-0.55%
VSEMX - CMCRX
97%
Closely correlated
-1.29%
VEMPX - CMCRX
60%
Loosely correlated
-1.29%
VEXAX - CMCRX
60%
Loosely correlated
-1.29%
VIEIX - CMCRX
60%
Loosely correlated
-1.29%
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