Calvert Small/Mid-Cap A
CMPAX
NASDAQ
| Weiss Ratings | CMPAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CMPAX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Michael D. McLean (11), J. Griffith Noble (11) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CMPAX-NASDAQ | Click to Compare |
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| Fund Name | Calvert Small/Mid-Cap A | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 22, 1968 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CMPAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.07% | |||
| Dividend | CMPAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.17% | |||
| Asset Allocation | CMPAX-NASDAQ | Click to Compare |
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| Cash | 1.99% | |||
| Stock | 98.01% | |||
| U.S. Stock | 97.20% | |||
| Non-U.S. Stock | 0.81% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CMPAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.56% | |||
| 30-Day Total Return | 3.67% | |||
| 60-Day Total Return | 0.08% | |||
| 90-Day Total Return | -4.13% | |||
| Year to Date Total Return | 6.97% | |||
| 1-Year Total Return | 7.85% | |||
| 2-Year Total Return | 2.90% | |||
| 3-Year Total Return | 24.40% | |||
| 5-Year Total Return | 5.05% | |||
| Price | CMPAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CMPAX-NASDAQ | Click to Compare |
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| Nav | $24.83 | |||
| 1-Month Low NAV | $23.64 | |||
| 1-Month High NAV | $24.83 | |||
| 52-Week Low NAV | $22.11 | |||
| 52-Week Low NAV (Date) | Mar 20, 2026 | |||
| 52-Week High NAV | $26.04 | |||
| 52-Week High Price (Date) | Aug 04, 2026 | |||
| Beta / Standard Deviation | CMPAX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 15.33 | |||
| Balance Sheet | CMPAX-NASDAQ | Click to Compare |
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| Total Assets | 193.14M | |||
| Operating Ratios | CMPAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.14% | |||
| Turnover Ratio | 48.00% | |||
| Performance | CMPAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.12% | |||
| Last Bear Market Total Return | -15.48% | |||