Calvert Capital Accumulation Fund Quote
| CCPIX Fund | USD 43.01 0.21 0.49% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Calvert Capital is trading at 43.01 as of the 18th of April 2024; that is -0.49 percent down since the beginning of the trading day. The fund's open price was 43.22. Calvert Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Calvert Capital Accumulation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. More on Calvert Capital Accumulation
Moving together with Calvert Mutual Fund
| 0.97 | CDHIX | Calvert Developed Market | PairCorr |
| 0.97 | CDHAX | Calvert Developed Market | PairCorr |
| 0.64 | CDICX | Calvert Short Duration | PairCorr |
| 0.97 | CDHRX | Calvert International | PairCorr |
| 0.72 | CDSRX | Calvert Short Duration | PairCorr |
| 0.72 | CDSIX | Calvert Short Duration | PairCorr |
| 0.86 | CVMAX | Calvert Emerging Markets | PairCorr |
Calvert Capital Accumulation cannot be verified against its exchange. It appears that Calvert Capital is not available for investing at the moment. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
RefreshCalvert Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calvert Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calvert Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Mid-Cap Blend, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Capital Accumulation [CCPIX] is traded in USA and was established 18th of April 2024. The fund is listed under Mid-Cap Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 260.11 M in assets under management (AUM) with no minimum investment requirementsCalvert Capital Accu is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.0%, while the total return for the last 3 years was -1.47%.
Check Calvert Capital Probability Of Bankruptcy
Calvert Capital Accu Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calvert Capital market risk premium is the additional return an investor will receive from holding Calvert Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calvert Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calvert Capital's alpha and beta are two of the key measurements used to evaluate Calvert Capital's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6104 | |||
| Semi Deviation | 0.8204 | |||
| Standard Deviation | 0.7901 | |||
| Variance | 0.6243 |
Calvert Capital Against Markets
Picking the right benchmark for Calvert Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calvert Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calvert Capital is critical whether you are bullish or bearish towards Calvert Capital Accumulation at a given time. Please also check how Calvert Capital's historical prices are related to one of the top price index indicators.
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Be your own money manager
Our tools can tell you how much better you can do entering a position in Calvert Capital without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Calvert Mutual Fund?
Before investing in Calvert Capital, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Calvert Capital. To buy Calvert Capital fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Calvert Capital. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Calvert Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Calvert Capital Accumulation fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Calvert Capital Accumulation fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Calvert Capital Accumulation, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Calvert Capital Accumulation?
The danger of trading Calvert Capital Accumulation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calvert Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calvert Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calvert Capital Accu is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Capital Accumulation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.