CCPIX

About CCPIX

Calvert Mid-Cap Fund Class I is a mutual fund focused on achieving long-term capital appreciation by investing primarily in stocks of mid-capitalization companies. The fund typically allocates at least 80% of its net assets to mid-cap U.S. equities, as defined by the market capitalization range of the Russell Midcap® Index at the time of investment. While its primary focus is on U.S. mid-cap stocks, the fund may also invest in small-cap companies, publicly traded real estate investment trusts, and up to 25% of its net assets in foreign securities. With a diversified portfolio that often includes holdings across sectors such as financial services, technology, consumer cyclical, industrials, healthcare, and real estate, the fund aims to balance growth potential and risk. Notable positions have included companies like Tradeweb Markets, Motorola Solutions, and Copart. The fund maintains a moderate level of portfolio turnover and generally distributes dividends annually. Designed for institutional investors, Calvert Mid-Cap Fund Class I emphasizes exposure to the mid-cap segment, providing investors access to a dynamic segment of the equity market that historically offers a blend of growth and stability. The fund is managed by Calvert, a division of Morgan Stanley Investment Management, and is positioned within the mid-cap blend category.