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CMEGX

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1m

Analysis and statistics

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About

CMEGX.US is the ticker symbol for Calvert Equity Fund Class A shares. This fund is managed by Calvert Research and Management and focuses on investing in a diversified portfolio of equity securities of U.S. companies, emphasizing those that meet the fund's environmental, social, and governance (ESG) criteria. Investors often choose this fund for its socially responsible investing approach.
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Factors

Market Interest Rates: Rising rates typically decrease bond prices, negatively impacting CMEGX's value as bond yields become more attractive.

Credit Risk: Deterioration in the creditworthiness of bonds held in CMEGX can lead to price declines.

Inflation Expectations: Increased inflation worries may push bond yields up, lowering the fund's net asset value.

Fund Management Expertise: Skillful management in selecting bonds and managing duration can enhance returns.

Economic Growth: Stronger economic growth often leads to higher interest rates, pressuring bond prices.

Geopolitical Events: Global uncertainties can trigger flight-to-safety trades, affecting bond prices and yields.

Liquidity: Lower liquidity in the bond market can impact the fund's ability to trade efficiently, affecting price.

Fund Size and Flows: Large inflows or outflows can create buying or selling pressure, impacting short-term prices.

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