CMIFX Rating, Research - Calvert Social Investment Enhanced Eq A

Calvert Social Investment Enhanced Eq A (cmifx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 227

Threats + Weaknesses = 144

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cmifx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Calvert Social Investment Enhanced Eq A (CMIFX) Description: CMIFX is a mutual fund, which is an investment that owns a basket of assets. The CMIFX mutual fund was provided by Calvert and this investment vehicle derives the majority of its value from equity holdings (stocks). Calverts mutual fund has a short management tenure and is in the small fund size classification. CMIFXs minimum initial investment amount is $5000 while the IRA minimum is $1000. CMIFXs expense ratio is roughly 1%. The latest CMIFXs front end load was 5% and the back end load was 0%. The Calvert Social Investment Enhanced Eq A (CMIFX) mutual fund falls under the large-cap mixed category. CMIFX focuses its investments in USA and CMIFX is not affiliated with a particular industry or fund sector. The Calvert Social Investment Enhanced Eq A (CMIFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CMIFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CMIFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest level of total return consistent with an aggressive level of risk. The fund invests primarily 75% to 85% of assets in various equity securities (see equity research) diversified in style, market capitalization, and geographic location. It invests 15% to 25% of assets in fixed-income securities varying in rate, duration and quality of credit exposure. The fund also invests less than 5% of assets in cash investment. While This investment vehicle is non-diversified, it invests in diversified underlying holdings.


Management Analysis Update


Performance Analysis Update