Calvert Mid-Cap Fund Class I
CCPIX
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
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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
- Feb 26, 1999
- CIK
- 0000884110
- Similar Companies
- Business
- Calvert Mid-Cap Fund Class I (CCPIX) is an actively managed mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of U.S. mid-capitalization companies, defined by the market capitalization range of the Russell Midcap® Index at the time of purchase; it normally allocates at least 80% of net assets, including borrowings for investment purposes, to such equities, while also permitting investments in small-cap companies, publicly traded real estate investment trusts, and up to 25% in foreign securities. The fund emphasizes quality businesses identified through a disciplined integration of financial analysis and responsible investing criteria, including environmental, social, and governance (ESG) factors via the Calvert Principles for Responsible Investment; its portfolio is diversified across sectors such as industrials, financials, consumer discretionary, information technology, and healthcare, with top holdings including Core & Main Inc., AMETEK Inc., and Motorola Solutions Inc. Class I shares (ticker: CCPIX) target institutional investors with a minimum initial investment of $1 million, feature a net expense ratio of 0.93%, and distribute dividends annually, with total net assets of approximately $228 million as of recent data. Calvert Research and Management, the fund's investment adviser and a wholly owned subsidiary of Morgan Stanley Investment Management, was established in 1976 and is headquartered in Washington, DC; the firm is a pioneer in responsible investing, managing a diversified suite of ESG-integrated equity, fixed income, and multi-asset strategies for funds, individuals, and institutions primarily in the United States. In a significant reorganization completed on September 15, 2025, Calvert Mid-Cap Fund merged into the Calvert Small/Mid-Cap Fund (Class I ticker: CMCIX), a tax-free transaction approved by the board that combined assets without altering the investment team, philosophy, strategy, or policy; this followed the Small/Mid-Cap Fund's prior acquisition of Eaton Vance Special Equities Fund assets on September 15, 2023, enhancing Calvert's U.S. small- and mid-cap offerings under Morgan Stanley.