Calvert Small Cap Fund Quote

CCVAX Fund  USD 33.34  0.42  1.24%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Small is trading at 33.34 as of the 9th of July 2025; that is 1.24% down since the beginning of the trading day. The fund's open price was 33.76. Calvert Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 10th of April 2025 and ending today, the 9th of July 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. Calvert Small is traded on NASDAQ Exchange in the United States. More on Calvert Small Cap

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 Date30th of June 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Small Cap [CCVAX] is traded in USA and was established 9th of July 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 0.39% with the current yeild of 0.0%, while the total return for the last 3 years was 5.15%.
Check Calvert Small Probability Of Bankruptcy

Instrument Allocation

Top Calvert Small Cap Mutual Fund Constituents

DLXDeluxeStockIndustrials
PFGCPerformance Food GroupStockConsumer Staples
HXLHexcelStockIndustrials
MTXMinerals TechnologiesStockMaterials
BFAMBright Horizons FamilyStockConsumer Discretionary
MWAMueller Water ProductsStockIndustrials
AZEKAzek CompanyStockIndustrials
MRCYMercury SystemsStockIndustrials
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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