Calvert Small Cap Fund Quote

CSVIX Fund  USD 32.35  0.18  0.56%   

Performance

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Odds Of Distress

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Low
Calvert Small is trading at 32.35 as of the 10th of January 2026; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 32.17. Calvert Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of October 2025 and ending today, the 10th 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. Calvert Small is traded on NASDAQ Exchange in the United States. More on Calvert Small Cap

Moving together with Calvert Mutual Fund

  0.64CDHIX Calvert Developed MarketPairCorr
  0.68CDHAX Calvert Developed MarketPairCorr
  0.64CDHRX Calvert InternationalPairCorr
  0.72CDSRX Calvert Short DurationPairCorr
  0.71CDSIX Calvert Short DurationPairCorr

Moving against Calvert Mutual Fund

  0.72CEMCX Calvert Emerging MarketsPairCorr
  0.67CEMAX Calvert Emerging MarketsPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Small Blend Funds, Small Blend, Calvert Research and Management, Large, Small Blend (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2025
Fiscal Year EndSeptember
Calvert Small Cap [CSVIX] is traded in USA and was established 10th 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 2.1 B in assets under management (AUM) with no minimum investment requirementsCalvert Small Cap is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.0%, while the total return for the last 3 years was 8.35%.
Check Calvert Small Probability Of Bankruptcy

Instrument Allocation

Top Calvert Small Cap Mutual Fund Constituents

PNFPPinnacle Financial PartnersStockFinancials
WWDWoodwardStockIndustrials
CBZCBIZ IncStockIndustrials
MRCYMercury SystemsStockIndustrials
HAEHaemoneticsStockHealth Care
SSBSouthStateStockFinancials
CBSHCommerce BancsharesStockFinancials
BLKBBlackbaudStockInformation Technology
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Calvert Small Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
More Details

Calvert Small Cap Risk Profiles

Calvert Small Against Markets

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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