Calvert Small Cap B (CSCBX)
22.33 
0.23(1.04%) May 17
| Prev Close: | 22.10 |
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| YTD Return*: | 8.87% |
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| Net Assets*: | 142.25M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for CSCBX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SKYW | 3.06 | 14.45 |
| DLX | 2.99 | 23.76 |
| MOH | 2.95 | 18.66 |
| WOR | 2.94 | 7.81 |
| MSG | 2.87 | 25.84 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 142.25M |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 3.19% |
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Performance & Risk
| YTD Return: | 8.87% |
| 5y Avg Return: | 4.03% |
| Rank in Category (ytd): | 13 |
| % Rank in Category (ytd): | 1.85% |
| Beta (3y): | 1.22 |
| Morningstar Risk Rating: | 2 |
Fund Summary
The investment seeks to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies.
The fund normally invests at least 80% of net assets in the common stock of small companies that have a market capitalization of $3 billion or less at the time of initial purchase. It also invests up to 25% of net assets in foreign securities. The fund seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges.
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