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CMCIX
Mutual Fund ticker: NASDAQ
AS OF
Sep 26 closing price
Price
$26.21
Change
+$0.31 (+1.20%)
Net Assets
30.23M

CMCIX Calvert Small/Mid-Cap I Forecast, Technical & Fundamental Analysis

The investment seeks to provide growth of capital... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dominos Pizza Inc (NASDAQ:DPZ).

Industry description

The investment seeks to provide growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- to mid-capitalization companies (the “80% policy”). The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500® Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500™ Index was $3.0 million to $23.8 billion.

Market Cap

The average market capitalization across the Calvert Small/Mid-Cap I MF is 12.39B. The market cap for tickers in the group ranges from 2.84B to 28.78B. WRB holds the highest valuation in this group at 28.78B. The lowest valued company is CBZ at 2.84B.

Volume

The average weekly volume growth across all stocks in the Calvert Small/Mid-Cap I MF was -39%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 54
Price Growth Rating: 63
SMR Rating: 66
Profit Risk Rating: 62
Seasonality Score: -36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
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CMCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMCIX has been closely correlated with NRGSX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMCIX jumps, then NRGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMCIX
1D Price
Change %
CMCIX100%
+1.20%
NRGSX - CMCIX
91%
Closely correlated
+0.76%
PMAQX - CMCIX
88%
Closely correlated
+0.77%
PEMGX - CMCIX
88%
Closely correlated
+0.74%
TRQZX - CMCIX
80%
Closely correlated
+0.90%
RPTIX - CMCIX
80%
Closely correlated
+0.90%
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