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CMPCX Calvert Small/Mid-Cap C Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Domino's Pizza (NYSE:DPZ).

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 investments. As of March 31, 2023, the market capitalization range for Russell 2500™ Index was $3.0 million to $23.8 billion.

Market Cap

The average market capitalization across the Calvert Small/Mid-Cap C MF is 12.45B. The market cap for tickers in the group ranges from 3B to 22.69B. WRB holds the highest valuation in this group at 22.69B. The lowest valued company is DORM at 3B.

Volume

The average weekly volume growth across all stocks in the Calvert Small/Mid-Cap C MF was 4%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 56
Price Growth Rating: 44
SMR Rating: 67
Profit Risk Rating: 40
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
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CMPCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMPCX has been closely correlated with TRQZX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMPCX jumps, then TRQZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMPCX
1D Price
Change %
CMPCX100%
-0.19%
TRQZX - CMPCX
81%
Closely correlated
-0.08%
RPTIX - CMPCX
81%
Closely correlated
-0.07%
RPMGX - CMPCX
81%
Closely correlated
-0.08%
PAMCX - CMPCX
80%
Closely correlated
-0.08%
RRMGX - CMPCX
80%
Closely correlated
-0.08%