Calvert Small-Cap Fund (CSVIX) Research

This fund typically commits a minimum of 80% of its total net assets, which includes any borrowed capital, to the common equities of smaller corporations. The management team considers a small company to be one whose market capitalization falls within the parameters of the Russell 2000® Index at the time of acquisition. Furthermore, up to 25% of the fund's net assets may be allocated to non-U.S. securities.

Market snapshot

Symbol
CSVIX
Price
$32.59
Day change
+1.81%
Market cap
$1.4B
52-week range
29.29-37.59
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AB Discovery Value Fund (ABSZX)
  • Fidelity Advisor Large Cap Fund (FIDLX)
  • Fidelity Small Cap Discovery Fund (FSCRX)
  • Harbor Small Cap Value Fund (HSVRX)
  • Loomis Sayles Small Cap Growth Fund (LSSIX)
  • Optimum Large Cap Growth Fund (OILGX)
  • Wasatch Core Growth Fund (WGROX)

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