Nasdaq - Delayed Quote USD

Calvert Small-Cap Fund (CCVAX)

34.52 -0.01 (-0.03%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • H Beck Inc.

Fund Summary

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Fund Overview

Category Small Blend
Fund Family Calvert Research and Management
Net Assets 2.84B
YTD Return 11.60%
Yield 0.11%
Morningstar Rating
Inception Date Apr 29, 2005

Performance & Risk

YTD Return 13.18%
5y Average Return 8.63%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Related Tickers

FSPCX Fidelity Select Insurance Port
99.53
+1.68%
 
TVRVX Third Avenue Real Estate Value Fund
24.66
0.00%
 
TARZX Third Avenue Real Estate Value Z
24.72
0.00%
 
TAREX Third Avenue Real Estate Value Instl
24.78
0.00%
 
DSCIX Dana Epiphany Small Cap Eq Instl
15.44
0.00%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
34.97
+1.51%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
29.72
+1.50%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
33.40
+1.49%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
33.08
+1.47%
 
ASEFX Nuveen Small Cap Select R6
15.61
0.00%
 
KSCYX Kinetics Small Cap Opportunities Inst
176.42
+1.32%
 
KSCOX Kinetics Small Cap Opportunities No Load
172.00
+1.31%
 
FCDTX Fidelity Stock Selector Small Cap Fund
37.07
0.00%
 
KSOAX Kinetics Small Cap Opportunities Adv A
164.68
+1.31%
 
KSOCX Kinetics Small Cap Opportunities Adv C
154.02
+1.31%
 
FCDCX Fidelity Stock Selector Small Cap Fund
33.41
0.00%
 
WWNPX Kinetics Paradigm No Load
129.83
+1.30%
 
FDSCX Fidelity Stock Selector Small Cap
40.47
0.00%
 
KNPYX Kinetics Paradigm Instl
131.75
+1.30%
 
FCDAX Fidelity Stock Selector Small Cap Fund
38.98
0.00%
 
KNPCX Kinetics Paradigm Adv C
110.05
+1.30%
 
KNPAX Kinetics Paradigm Adv A
123.33
+1.30%
 
FCDIX Fidelity Stock Selector Small Cap Fund
40.72
0.00%
 
FELAX Fidelity Advisor Semiconductors A
87.58
+1.27%
 
FELIX Fidelity Advisor Semiconductors I
94.85
+1.27%
 
FSELX Fidelity Select Semiconductors
35.10
+1.27%
 
FIKGX Fidelity Advisor Semiconductors Z
95.10
+1.27%
 
FELTX Fidelity Advisor Semiconductors M
81.66
+1.26%
 
FELCX Fidelity Advisor Semiconductors C
69.80
+1.26%
 
SGGDX First Eagle Gold A
30.63
+1.26%
 
FEGOX First Eagle Gold C
27.59
+1.25%
 
FEGIX First Eagle Gold I
31.71
+1.25%
 
BREFX Baron Real Estate Retail
40.70
0.00%
 
FEURX First Eagle Gold R6
31.81
+1.24%
 
FCICX NYLI PineStone International Equity Cl C
17.19
+1.24%
 
BREIX Baron Real Estate Institutional
41.99
0.00%
 
FCIKX NYLI PineStone International Eq Inv Cl
17.30
+1.23%
 
FCIRX NYLI PineStone International Equity Cl A
17.36
+1.22%
 
FCIUX NYLI PineStone International Equity Cl I
17.43
+1.22%
 
FCIHX NYLI PineStone International Equity Cl P
17.43
+1.22%
 
FSCDX Fidelity Advisor Small Cap A
33.29
0.00%
 
FCIWX NYLI PineStone International Eq Cl R6
17.50
+1.21%
 
FSCTX Fidelity Advisor Small Cap M
29.18
0.00%
 
FSCIX Fidelity Advisor Small Cap I
38.66
0.00%
 
VLNPX Voya Small Cap Growth R6
48.79
0.00%
 
FZAOX Fidelity Advisor Small Cap Z
39.00
0.00%
 
NQVAX Nuveen Multi Cap Value A
55.50
0.00%
 
TCMSX Voya Small Cap Growth I
48.71
0.00%
 
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
19.56
-0.20%
 
PSCJX PGIM Jennison Small Company R4
24.56
0.00%
 
JSCRX PGIM Jennison Small Company R
20.07
0.00%
 
FMPFX Nuveen Small Cap Growth Opp R6
35.49
-0.31%
 
RWSIX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
19.19
-0.21%
 
PSCHX PGIM Jennison Small Company R2
24.11
0.00%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
177.30
+1.07%
 
UPDDX Upright Growth & Income
18.93
+1.01%
 
FAMDX FAM Small Cap Institutional
28.28
0.00%
 
TRTZX T. Rowe Price Mid-Cap Value Z
37.27
0.00%
 
FAMFX FAM Small Cap Investor
27.96
0.00%
 
KMKNX Kinetics Market Opportunities No Load
70.26
+0.96%
 
KMKYX Kinetics Market Opportunities Inst
71.52
+0.96%
 
VFPIX Private Capital Management Value Fund
20.05
+0.96%
 
TRMCX T. Rowe Price Mid-Cap Value
37.03
0.00%
 
KMKAX Kinetics Market Opportunities Adv A
68.93
+0.95%
 
KMKCX Kinetics Market Opportunities Adv C
65.17
+0.94%
 
COAGX Gator Capital L/S Fd
47.92
+0.93%
 
BDAFX Baron Durable Advantage Fund
28.09
+0.86%
 
BDAUX Baron Durable Advantage Fund
28.52
+0.85%
 
BDAIX Baron Durable Advantage Fund
28.52
+0.85%
 
PRISX T. Rowe Price Financial Services
45.60
+0.84%
 
TEQAX Touchstone Non-US ESG Equity A
26.51
+0.84%
 
TIQIX Touchstone Non-US ESG Equity Y
27.83
+0.83%
 
TROCX Touchstone Non-US ESG Equity I
27.85
+0.83%
 
RYPMX Rydex Precious Metals Inv
45.03
+0.83%
 
TEQCX Touchstone Non-US ESG Equity C
26.78
+0.83%
 
RYMNX Rydex Precious Metals A
41.74
+0.82%
 
ENPIX ProFunds UltraSector Energy Fund
44.25
+0.82%
 
TFIFX T. Rowe Price Financial Services I
45.51
+0.82%
 
PWJZX PGIM Jennison International Opps Z
32.20
+0.81%
 
PWJQX PGIM Jennison International Opps R6
32.30
+0.81%
 
RYZCX Rydex Precious Metals C
32.42
+0.81%
 
RYMPX Rydex Precious Metals H
40.04
+0.81%
 
PWJBX PGIM Jennison International Opps R2
31.44
+0.80%
 
PWJAX PGIM Jennison International Opps A
31.51
+0.80%
 
PWJDX PGIM Jennison International Opps R4
31.91
+0.79%
 
CIOVX Causeway International Opps Inv
17.92
0.00%
 
PWJRX PGIM Jennison International Opps R
30.89
+0.78%
 
ENPSX ProFunds UltraSector Energy Fund
37.42
+0.78%
 
RCMFX Schwartz Value Focused
59.46
+0.78%
 
PWJCX PGIM Jennison International Opps C
28.60
+0.78%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
PJORX PGIM Jennison Focused Value R
17.64
0.00%
 
FAFSX Fidelity Advisor Financials M
35.30
+0.74%
 
RYCYX Rydex Dow 2x Strategy C
151.10
+0.74%
 
RYLDX Rydex Dow 2x Strategy A
181.56
+0.74%
 
RYCVX Rydex Dow 2x Strategy H
180.81
+0.74%
 
FFSIX Fidelity Advisor Financials I
37.16
+0.73%
 
PJIAX PGIM Jennison Focused Value A
22.03
0.00%
 
FAFDX Fidelity Advisor Financials A
35.81
+0.73%
 
FAFCX Fidelity Advisor Financials C
33.09
+0.73%