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Calvert Mid-cap Fund Class A (CCAFX)
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06/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 153.15M
Calvert Capital Accumulation A
38.08
+0.07
+0.18%
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CCAFX Overview
On this page you'll find an in-depth profile of Calvert Mid-cap Fund Class A. Learn about the key management, total assets, investment strategy and contact information of CCAFX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks. The fund normally invests at least 80% 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. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25% of its net assets in foreign securities.
Contact Information
Address
calvert
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael D. McLean | Portfolio Manager | 2022 | Now |
| Biography | Michael McLean is a vice president of Eaton Vance Management, co-director of U.S. small-cap equity and a portfolio manager and equity analyst on Eaton Vance’s small-/midcap team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s small- and midcap equity portfolios, as well as coverage of the consumer discretionary and consumer staples sectors. He began his career in the investment management industry with Eaton Vance in 2001. Mike earned a B.S. from Providence College. He is a CFA charterholder. | ||
| J. Griffith Noble | Vice President | 2022 | Now |
| Biography | J. Griffith Noble is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments. Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston and is a CFA charterholder. | ||
| Prachi Samudra | Portfolio Manager | 2022 | 2024 |
| Charles B. Gaffney | Vice President | 2016 | 2022 |
| Biography | Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002. | ||
| Jade Huang | Portfolio Manager | 2016 | 2018 |
| Biography | Jade Huang is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She is responsible for managing the suite of Calvert Responsible Indices, including the index construction processes, as well as developing new investment products at Calvert. She joined Calvert Research and Management in 2016. Jade began her career in the investment management industry in 2005. Before joining Calvert Research and Management, she was a portfolio manager with Calvert Investments. Previously, she was an investment analyst at Microvest, an asset management firm specializing in impact investing, and led the certification department at Fair Trade USA. Jade earned a B.A. from the University of California, Berkeley and an M.A. in international finance and economics from Johns Hopkins University, School of Advanced International Studies (SAIS). She is a CFA charterholder. | ||
| Christopher Madden | Vice President | 2016 | 2018 |
| Biography | Christopher Madden is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for managing the ESG-related investment research in addition to being a portfolio manager. He joined Calvert Research and Management in 2016. Chris began his career in the investment management industry in 1999. Before joining Calvert Research and Management, he was a portfolio manager with Calvert Investments. Previously, he was an internal auditor at Vanguard Group. Chris earned a B.S. in finance and a B.A. in economics from Indiana University of Pennsylvania. He is a member of the CFA Institute and CFA Society of Washington D.C., and is a CFA charterholder. | ||
| Joshua Linder | Portfolio Manager | 2016 | 2016 |
| Biography | Joshua Linder, CFA, joined Calvert in 2011 with a primary focus on quantitative research and analysis to support Calvert’s internally-managed equity strategies. He also works on fundamental security analysis and is a member of Calvert’s Asset Allocation Committee. Prior to joining Calvert he spent two years as a finance and operations associate at the D.E. Shaw Group. More recently, Mr. Linder worked at the U.S.- Korea Institute conducting statistical analysis for several economic studies and as a summer associate at Deloitte Consulting. He graduated from Cornell University with a B.S. in industrial and labor relations and received a master’s in public policy from American University with a concentration in advanced quantitative research methods. Mr. Linder is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C. He is a Level II candidate in the CAIA program. | ||
| Kurt S. Moeller | Portfolio Manager | 2016 | 2016 |
| Biography | November 2015 - present: Portfolio Manager, Calvert December 2014 - October 2015: Senior Equity Analyst, Calvert May 2010 - December 2014: Senior Equity Analyst, del Rey Global Investors, LLC | ||
| Michelle Clayman | Managing Partner | 2005 | 2016 |
| Biography | Michelle Clayman, CFA, is the Founder, Managing Partner & Chief Investment Officer of New Amsterdam Partners LLC, an institutional money management firm in New York. Ms. Clayman has been published in the Financial Analysts Journal, the Journal of Investing and NYSSA Financial Professionals’ Post, and is a frequent commentator on Bloomberg and other financial media. In addition, Ms. Clayman sits on the Boards of US SIF, the Society of Quantitative Analysts (of which she is a past President), and The Institute for Quantitative Research in Finance, and is a volunteer for the CFA Institute. An active volunteer in her community, Ms. Clayman was a Girl Scout Leader for 17 years and now serves on the Board of the Girl Scouts of Greater New York. She is a member of the Dean’s Council at the Harvard Divinity School. Ms. Clayman is also Chair of the Advisory Council of Stanford University’s Institute for Gender Research and serves on the Dean’s Council at the Graduate School of Business. Ms. Clayman received a degree in Philosophy, Politics and Economics from Oxford University, England (MA (Oxon)), and an MBA from Stanford University, California. | ||
| Nathaniel Paull | Partner | 2005 | 2016 |
| Biography | Nathaniel Paull, CFA, Partner and Senior Portfolio Manager, received a BS in Business Administration magna cum laude from the University of Hartford in 1984 and an MBA from New York University in 1988. From 1987 to 1995, he worked as an Equity Portfolio Manager and Derivative Securities Analyst at Brown Brothers Harriman & Co. From 1984 to 1986, he worked as a Financial Analyst for United Technologies Corporation. Mr. Paull has been a conference speaker and has been quoted in a variety of publications. Mr. Paull is a CFA Charterholder and a member of the CFA Institute. | ||
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