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    Calvert Small Cap I (CSVIX)

    25.18 Up 0.15(0.60%) Jul 1
    Prev Close:25.18
    YTD Return*:4.25%
    Net Assets*:259.78M
    Yield*:0.29%

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CSVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MATX5.14N/A
    PVTB5.01N/A
    CNC5.01N/A
    DST4.57N/A
    EWBC4.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:259.78M
    Category:Small Blend
    Annual Report Expense Ratio (net):0.92%

    Performance & Risk

    YTD Return:4.25%
    5y Avg Return:15.17%
    Rank in Category (ytd):28
    % Rank in Category (ytd):3.53%
    Beta (3y):1.15
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund offers opportunities for long-term capital appreciation with a moderate degree of risk through a mix of smaller company stocks that meet the fund's investment criteria, including financial, sustainability and social responsibility factors. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The fund may also invest up to 25% of its net assets in foreign securities. View More
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