Calvert Small Cap Fund Quote
| CSVIX Fund | USD 33.20 0.41 1.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calvert Small is trading at 33.20 as of the 14th of April 2025; that is 1.25 percent increase since the beginning of the trading day. The fund's open price was 32.79. Calvert Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of February 2025 and ending today, the 14th of April 2025. 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 against 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 March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Small Cap [CSVIX] is traded in USA and was established 14th of April 2025. 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 3.01 B in assets under management (AUM) with no minimum investment requirementsCalvert Small Cap is currently producing year-to-date (YTD) return of 0.41% with the current yeild of 0.0%, while the total return for the last 3 years was -0.61%.
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.
Top Calvert Small Cap Mutual Fund Constituents
| HAE | Haemonetics | Stock | Health Care | |
| CBU | Community Bank System | Stock | Financials | |
| HR | Healthcare Realty Trust | Stock | Real Estate | |
| NVST | Envista Holdings Corp | Stock | Health Care | |
| CHH | Choice Hotels International | Stock | Consumer Discretionary | |
| DLB | Dolby Laboratories | Stock | Information Technology | |
| DLX | Deluxe | Stock | Industrials | |
| EGP | EastGroup Properties | Stock | Real Estate |
Calvert Small Top Holders
| MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Calvert Small Cap Risk Profiles
| Mean Deviation | 1.11 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.95 | |||
| Risk Adjusted Performance | (0.12) |
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |