CSVIX : Calvert Small-Cap Fund Class I

CSVIX is a US Stocks Market Small Blend with MODERATE fees.

CSVIX

Calvert Small-Cap Fund Class I

FI Score

55 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

55% FI Score
  • csvix
  • Mutual Fund
  • US Stocks
  • Small Blend

Calvert Small-Cap Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% 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. The fund may also invest up to 25% of its net assets in foreign securities.

Largest Holdings

Amount Holding
3.32% RealPage Inc
2.85% ICU Medical Inc
2.84% ONE Gas Inc
2.80% ACI Worldwide Inc
2.66% NIC Inc
2.60% Haemonetics Corp
2.26% Chemed Corp
2.13% Healthcare Realty Trust Inc
2.12% Mercury Systems Inc
2.10% Mueller Water Products, Inc.
2.09% Hexcel Corp
2.04% LHC Group Inc
2.01% Middlesex Water Co
1.96% Community Bank System Inc
1.92% CBIZ Inc
1.91% Nomad Foods Ltd
1.89% Minerals Technologies Inc
1.82% Horace Mann Educators Corp
1.76% Envestnet Inc
1.75% Altair Engineering Inc Class A
1.73% Landstar System Inc
1.66% Emergent BioSolutions Inc
1.65% ServiceMaster Global Holdings Inc
1.64% CDK Global Inc
1.64% Integra Lifesciences Holdings Corp

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