Calvert Small Cap Fund Quote
| CSCCX Fund | USD 22.39 0.04 0.18% |
PerformanceFair
| Odds Of DistressLow
|
Calvert Small is trading at 22.39 as of the 31st of January 2026; that is 0.18 percent decrease since the beginning of the trading day. The fund's open price was 22.43. Calvert Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st of January 2026. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000 Index at the time of investment. More on Calvert Small Cap
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Small Blend Funds, Small Blend, Calvert Research and Management, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2025 |
| Fiscal Year End | September |
Calvert Small Cap [CSCCX] is traded in USA and was established 31st of January 2026. Calvert Small is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 1.88 B in assets under management (AUM) with no minimum investment requirementsCalvert Small Cap is currently producing year-to-date (YTD) return of 3.84%, while the total return for the last 3 years was 3.21%.
Check Calvert Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Calvert Small Cap Risk Profiles
| Mean Deviation | 1.16 | |||
| Semi Deviation | 0.4341 | |||
| Standard Deviation | 2.95 | |||
| Variance | 8.71 |
Calvert Small Against Markets
Calvert Mutual Fund Analysis Notes
The fund holds 98.52% of assets under management (AUM) in equities. Large For more info on Calvert Small Cap please contact the company at 800-368-2745.Calvert Small Cap Investment Alerts
| Calvert Small Cap had very high historical volatility over the last 90 days | |
| The fund holds 98.52% of its assets under management (AUM) in equities |
Top Calvert Small Cap Mutual Fund Constituents
| EEFT | Euronet Worldwide | Stock | |
| HAE | Haemonetics | Stock | |
| ALTR | Altair Engineering | Stock | |
| CSGS | CSG Systems International | Stock | |
| MRCY | Mercury Systems | Stock | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | |
| SERV | Serve Robotics Common | Stock | |
| CBU | Community Bank System | Stock | |
| WST | West Pharmaceutical Services | Stock | |
| SIGI | Selective Insurance Group | Stock | |
| ICUI | ICU Medical | Stock | |
| TREX | Trex Company | Stock | |
| WWD | Woodward | Stock | |
| PFGC | Performance Food Group | Stock | |
| ENS | Enersys | Stock | |
| OGS | One Gas | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| MTX | Minerals Technologies | Stock | |
| CBZ | CBIZ Inc | Stock | |
| DLB | Dolby Laboratories | Stock | |
| MLKN | MillerKnoll | Stock | |
| FAF | First American | Stock |
Calvert Small Outstanding Bonds
Calvert Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Calvert Small Predictive Daily Indicators
Calvert Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 22.39 | |||
| Day Typical Price | 22.39 | |||
| Price Action Indicator | (0.02) | |||
| Period Momentum Indicator | (0.04) | |||
| Relative Strength Index | 61.4 |
Calvert Small Forecast Models
Calvert Small's time-series forecasting models are one of many Calvert Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Calvert Mutual Fund
Calvert Small financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Small security.
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