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CMETX

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Analysis and statistics

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About

CMETX.US represents the Calvert Equity Fund Class A shares. This mutual fund, managed by Calvert Research and Management, typically invests primarily in equity securities of U.S. companies. The fund aims to provide long-term growth of capital. Calvert's investment process integrates environmental, social, and governance (ESG) factors into the analysis and selection of investments, aligning with its commitment to responsible investing. Performance and holdings information for CMETX.US are available through financial data providers and the fund's prospectus.
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Factors

Asset Performance: CMETX's price mirrors the performance of its underlying assets, primarily mortgage-backed securities. Rising property values and timely mortgage payments generally boost the fund's net asset value. Interest Rate Changes: Interest rate hikes typically depress the value of fixed-income assets like mortgage bonds, potentially lowering CMETX's price. Conversely, falling rates may have a positive effect. Credit Risk: Increased default rates on mortgages within the portfolio can negatively impact the fund's value as returns are diminished by uncollectible loan payments. Prepayment Risk: Unexpectedly high mortgage prepayment activity due to refinancing can reduce future income streams, affecting CMETX's potential profitability.

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