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Calvert Capital Accumulation C (CCACX) Fund Ranking and Research

Ranking, Research and Recommendation of Calvert Capital Accumulation C (CCACX) Fund

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Graph of Calvert Capital Accumulation C Fund (CCACX) ManagerFund Manager - Nathaniel Paull

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: CCAFX 
Fund Family: Calvert Investments
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Paull is a partner and senior portfolio manager of New Amsterdam Partners, LLC with which he has been associated since 1996. Prior to joining the firm, he was a portfolio manager at Brown Brothers Harriman & Co. Paull holds the Chartered Financial Analyst designation.  Get more insights on Nathaniel Paull

 

Graph of Calvert Capital Accumulation C Fund (CCACX) ProfileCalvert Capital Accumulation C Fund (CCACX) Profile

Fund Profile and Description

Calvert Capital Accumulation C Fund seeks long-term capital appreciation. Calvert Capital Accumulation C Fund primarily invests in common stocks of mid-size U.S. companies whose market capitalization falls within the range of the Russell MidCap Growth Index. It seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance. Calvert Capital Accumulation C Fund may also invest up to 25% of assets in foreign securities. It is non-diversified.

 

Calvert Capital Accumulation C (CCACX) Fund Strength What we like about Calvert Capital Accumulation C (CCACX) Fund

Data for Calvert Capital Accumulation C Fund (CCACX) as of May 30, 2016

  • Calvert Capital Accumulation C Fund (CCACX) management has been with Calvert Capital Accumulation C Fund for 14.2 years
  • Calvert Capital Accumulation C Fund (CCACX) ratio of up-years vs down years is greater than 2
  • Calvert Capital Accumulation C Fund (CCACX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.3, lower than category average of 13.49

Calvert Capital Accumulation C Fund (CCACX) Weakness What we are cautious about Calvert Capital Accumulation C (CCACX) Fund

Data for Calvert Capital Accumulation C Fund (CCACX) as of May 30, 2016

  • Calvert Capital Accumulation C Fund (CCACX) has a less-than-ideal short-term performance (1-year return -11.37% vs -5.73% Mid-Cap Growth category median performance)
  • Calvert Capital Accumulation C Fund (CCACX) has a less-than-ideal mid-term performance (3-year return 5.40% vs 8.38% Mid-Cap Growth category median performance)
  • Calvert Capital Accumulation C Fund (CCACX) has a less-than-ideal Long-term performance (5-year return 5.74% vs 7.70% Mid-Cap Growth category median performance)
  • Calvert Capital Accumulation C Fund (CCACX) has a Morningstar rating of 3 and below
  • Calvert Capital Accumulation C Fund (CCACX) is less safe compared to its Mid-Cap Growth peers
  • Calvert Capital Accumulation C Fund (CCACX) has an annual stock turnover rate of 74.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Calvert Capital Accumulation C is more nimble, but also signal potential high tax impact and high trading fees
  • Calvert Capital Accumulation C Fund (CCACX) does not have a good risk adjusted return as its 3-year Alpha of -4.91 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.45
  • Calvert Capital Accumulation C Fund (CCACX) has a higher expense ratio of 2.21% than its Mid-Cap Growth average of 1.28%
  • Calvert Capital Accumulation C Fund (CCACX) carries a 1% load
See Calvert Capital Accumulation C Fund (CCACX) performance details as of May 30, 2016

 

What do you think?

 

Compare Calvert Capital Accumulation C Fund (CCACX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Calvert Capital Accumulation C-0.09-11.375.405.74
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Calvert Capital Accumulation C Fund (CCACX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Calvert Capital Accumulation C Fund (CCACX) Net Asset TrackingCalvert Capital Accumulation C (CCACX) Fund Net Asset

Track net asset change of Calvert Capital Accumulation C fund (CCACX)

DateNet Asset
05/2016$466.04M
03/2016$481.75M
02/2016$462.78M
More historic net asset information on Calvert Capital Accumulation C Fund (CCACX)

  

Graph of Calvert Capital Accumulation C Fund (CCACX) Portfolio TrackingCalvert Capital Accumulation C (CCACX) Fund Portfolio Allocation

Track portfolio allocation change of Calvert Capital Accumulation C fund (CCACX)

DateCashStockBondOther
04/20160.84%98.47%0.14%0.55%
03/20160.75%98.58%0.14%0.53%
01/20161.6%97.96%0.14%0.3%
Click here to see more historic asset allocation information on Calvert Capital Accumulation C Fund (CCACX)

 

graph of Calvert Capital Accumulation C Fund (CCACX) Top 10 Position TrackingTop 10 Holdings in Calvert Capital Accumulation C (CCACX) Fund

Discover what Calvert Capital Accumulation C Fund (CCACX) manager is buying

Apr 29, 2016
Minerals Technologies Inc. Comm [3.17%]
H. B. Fuller Company Common Sto [3.02%]
Neustar, Inc. Neustar, Inc. Cla [2.88%]
Avnet, Inc. Common Stock [2.88%]
Deluxe Corporation Common Stock [2.83%]
Convergys Corporation Common St [2.74%]
F5 Networks, Inc. [2.73%]
Big Lots, Inc. Common Stock [2.69%]
Reinsurance Group of America, I [2.55%]
USANA Health Sciences, Inc. Com [2.54%]

Mar 30, 2016
Ross Stores, Inc. [3.73%]
Syntel, Inc. [3.25%]
Avnet, Inc. Common Stock [3%]
CBOE Holdings, Inc. [2.92%]
Neustar, Inc. Neustar, Inc. Cla [2.91%]
Convergys Corporation Common St [2.78%]
Deluxe Corporation Common Stock [2.72%]
Worthington Industries, Inc. Co [2.71%]
F5 Networks, Inc. [2.67%]
Lennox International, Inc. Comm [2.61%]

Jan 30, 2016
Super Micro Computer, Inc. [4.04%]
Ross Stores, Inc. [3.87%]
JetBlue Airways Corporation [3.45%]
Syntel, Inc. [3.29%]
American Financial Group, Inc. [3.18%]
CBOE Holdings, Inc. [3.17%]
Neustar, Inc. Neustar, Inc. Cla [3.1%]
Jones Lang LaSalle Incorporated [2.98%]
Avnet, Inc. Common Stock [2.88%]
Worthington Industries, Inc. Co [2.86%]
Click here for Stock Holding Change Map in Calvert Capital Accumulation C Fund (CCACX)

  

Latest News on Calvert Capital Accumulation C (CCACX) Fund

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