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Calvert Small/Mid-Cap A (EVSEX)
At close: December 28 at 8:01 PM EST
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23.46 - YTD Return -0.27%
- Expense Ratio 1.89%
- Category Mid-Cap Growth
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 49.91M
- Beta (5Y Monthly) 0.89
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 40.00%
- Last Dividend 0.12
- Inception Date Nov 17, 1994
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (the "80% Policy"). It invests primarily in common stocks of companies with market capitalizations comparable to those of companies included in the Russell 2500™ Index, but the fund may also invest in larger or smaller companies that the investment adviser believes have growth characteristics. It may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries.
Calvert Research and Management
Fund Family
Mid-Cap Growth
Fund Category
49.91M
Net Assets
1994-11-17
Inception Date
Performance Overview: EVSEX
Trailing returns as of 10/3/2023. Category is Mid-Cap Growth.
Holdings: EVSEX
Top 10 Holdings (24.82% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorEVSEX
Industrials 21.62%
Healthcare 18.43%
Financial Services 17.24%
Consumer Cyclical 13.44%
Technology 10.83%
Real Estate 8.00%
Utilities 3.70%
Energy 2.61%
Consumer Defensive 2.43%
Basic Materials 1.69%
Communication Services 0.00%
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