Calvert Small-Cap R6 (CALRX) Research

The Calvert Small-Cap R6 fund principally dedicates at least 80% of its total capital, encompassing any borrowed funds, to purchasing common shares of smaller corporations. For the purpose of this fund, "small companies" are identified as those whose market valuation aligns with the constituents of the Russell 2000® Index at the time the investment is made. Additionally, the fund has the discretion to allocate up to 25% of its net assets to non-U.S. investments.

Market snapshot

Symbol
CALRX
Price
$32.61
Day change
+1.81%
Market cap
$1.4B
52-week range
29.3-37.64
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Discovery Value Fund Class I (ABSIX)
  • AB Discovery Value Fund (ABSZX)
  • BNY Mellon Large Cap Securities Fund, Inc. (DREVX)
  • Harbor Small Cap Value Fund Institutional Class (HASCX)
  • Harbor Small Cap Growth Fund Investor Class (HISGX)
  • Columbia Dividend Opportunity Fund Class A (INUTX)
  • Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX)
  • Loomis Sayles Small Cap Growth Fund Class N (LSSNX)

Open Calvert Small-Cap R6 (CALRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.