Calvert Smallcap Fund6 Fund Quote
| CALRX Fund | USD 31.50 -0.32 -1.01% |
Performance 0High 0 · Weak | NAV Risk Level HighLow 20 · Below Average |
Calvert Smallcap Fund6 trades at $31.50, supported by 1.01% down for the day. Calvert SmallCap remains within a moderate probability range for potential significant NAV decline, according to predictive risk estimates. Return data over the last 90 trading days classifies Calvert SmallCap as weak in terms of performance. The performance scores window runs from February 11, 2026 to May 12, 2026. Learn more.
Related SymbolsCalvert Smallcap Fund6 [CALRX] is traded in USA. The fund is listed under the Small Blend category and is part of the Calvert Research and Management family. This fund currently has accumulated $801.56 million in assets under management (AUM) with a minimum initial investment of $$1 million. Calvert Smallcap Fund6 is currently producing a year-to-date (YTD) return of 3.28%, while the total return for the last 3 years is 4.74%. Calvert SmallCap is an operator in the small blend segment where revenue is driven by core operating activity and end-market demand.
More DetailsFor a smaller-cap like Calvert Smallcap Fund6 (31), benchmark pressure and redemption cycles can limit how institutional weight turns into price support. Revenue scale should be reviewed against peers and reporting history. At this size, institutional entries and exits have a more visible impact on daily volume.
Instrument Allocation
Mutual Fund Notable Updates
| Legal Name | Calvert SmallCap Fund6 |
| Fund Concentration | Small Blend, Calvert Research and Management, Large, Small Blend, (View all Sectors) |
Calvert SmallCap Fund6 NAV Analysis
Aligned With Model
Today
This estimate for Calvert Smallcap Fund6 is driven by the aggregate performance of its underlying assets across a 3 months time horizon. Divergence between price and model value may reflect tracking error, flows, or rebalancing effects.
Common Risk Profiles
| Mean Deviation | 0.7879 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Risk Adjusted Performance | -0.09 |
Calvert Smallcap Fund6 Against Markets
| NYA | 0.12 | ||||
| CALRX | 1.01 |
| Competition | Compare Correlations |
Investor Insights and Alerts
Shareholder alerts for Calvert SmallCap, a Small Blend mutual fund, flag conditions that may warrant re-evaluating your position. At 1 in daily volume, alerts for Calvert SmallCap function as a check: do current conditions still support the allocation? Within, pairing Calvert SmallCap's alerts with peer comparison and redemption data helps contextualize each signal.
| Calvert SmallCap generated a negative expected return over the last 90 days |
Top Calvert Smallcap Fund6 Mutual Fund Constituents
| MWA | Mueller Water Products | Stock | |
| TREX | Trex Company | Stock | |
| ACIW | ACI Worldwide | Stock | |
| AMED | Amedisys | Stock | |
| CHH | Choice Hotels International | Stock | |
| ICUI | ICU Medical | Stock | |
| MTX | Minerals Technologies | Stock | |
| OGS | One Gas | Stock | |
| PFGC | Performance Food Group | Stock | |
| HXL | Hexcel | Stock | |
| HR | Healthcare Realty Trust | Stock | |
| AZEK | Azek Company | Stock | |
| WWD | Woodward | Stock | |
| MRCY | Mercury Systems | Stock | |
| HAE | Haemonetics | Stock | |
| LOPE | Grand Canyon Education | Stock | |
| EGP | EastGroup Properties | Stock | |
| IART | Integra LifeSciences Holdings | Stock | |
| POR | Portland General Electric | Stock | |
| CHE | Chemed Corp | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| SSB | SouthState | Stock | |
| CBU | Community Bank System | Stock | |
| CSGS | CSG Systems International | Stock |
Institutional Mutual Fund Holders for Calvert SmallCap
Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. At micro-cap scale, institutional coverage and secondary-market liquidity are typically well established. Institutional activity around Calvert Smallcap Fund6 shapes the liquidity and governance picture. The business currently sits in the its sector and the its industry. The holder map for Calvert Smallcap Fund6 is informative when paired with volume trends and short-interest data.
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Predictive Daily Indicators
For Calvert SmallCap, daily indicators reveal whether a price move in the fund's holdings is gaining conviction or fading. The key question is whether short-term signals align with the fund manager's longer-term strategy and stated investment approach. The strongest signals appear when volume, momentum, and relative strength readings all point in the same direction.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 31.5 | |||
| Day Typical Price | 31.5 | |||
| Price Action Indicator | -0.16 | |||
| Period Momentum Indicator | -0.32 | |||
| Relative Strength Index | 46.85 |
Forecast Models
Forecast models for Calvert SmallCap, which returned 1.7% over one year, use historical NAV data to estimate how the fund may perform under similar conditions. At 0.4% yield, Calvert SmallCap's regression-based models capture NAV drift and trend but may underperform during manager turnover or style shifts. A five-year return of 148.4% for Calvert SmallCap: shareholders should weight forecast outputs by how closely current conditions match the historical sample.Mutual Fund Overview, Methodology & Data Sources
Holdings composition and factor tilts shape how Calvert SmallCap behaves across cycles. The current allocation is approximately 99.0% equities and 1.0% cash. It is classified under Small Blend within the Calvert Research and Management family. Market sensitivity remains generally comparable to wider market conditions.
Methodology
Unless otherwise specified, data for Calvert Smallcap Fund6 is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Calvert Smallcap Fund6 market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: The dataset for Calvert Smallcap Fund6 incorporates public fund disclosures, holdings reports, and market data feeds and official institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Some inputs may not update instantaneously. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Calvert Smallcap Fund6 may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Gabriel Shpitalnik, Member of Macroaxis Editorial Board