Calvert Mid-Cap Fund Class A
CCAFX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Jun 20, 1996
- CIK
- 0000884110
- Similar Companies
- Business
- Calvert Mid-Cap Fund Class A (CCAFX) is an open-end equity mutual fund launched on October 31, 1994, and managed by Calvert Research and Management, a wholly owned subsidiary of Morgan Stanley Investment Management headquartered in Washington, DC. The fund seeks long-term capital appreciation by investing at least 80% of its net assets in common stocks of mid-capitalization companies, defined as those within the market capitalization range of the Russell Midcap Index at the time of purchase; it primarily targets growth and value stocks of socially conscious U.S. companies across diversified sectors, while employing fundamental and quantitative analysis to select holdings that promote environmental responsibility and exclude firms involved in military weapons, civilian handguns, automatic weapons, gambling, tobacco, or alcoholic beverages. It benchmarks performance against the Russell Midcap Index and Russell 3000 Index, with a portfolio typically comprising around 61 holdings, net assets of approximately $207 million, a turnover ratio of 26%, and an expense ratio of 1.18%; up to 25% of assets may be allocated to foreign securities or small-cap companies, including publicly traded real estate investment trusts. On September 15, 2025, the Calvert Mid-Cap Fund merged into the Calvert Small/Mid-Cap Fund, a related offering under the same management with no changes to the investment team, philosophy, or policy; this reorganization consolidated assets and strategies within Calvert's responsible investing lineup. The fund operates within the mid-cap blend category, serving individual and institutional investors seeking ESG-integrated equity exposure, primarily in the U.S. market with limited non-U.S. allocations. Calvert Research and Management, tracing its roots to 1976, pioneered socially responsible investing and manages a diversified family of mutual funds emphasizing environmental, social, and governance factors.