Nasdaq - Delayed Quote USD

Calvert Small-Cap C (CSCCX)

25.93 +0.13 (+0.50%)
As of 8:05 AM EDT. Market Open.
Loading Chart for CSCCX
DELL
  • Previous Close 25.80
  • YTD Return -0.08%
  • Expense Ratio 0.86%
  • Category Small Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 2.91B
  • Beta (5Y Monthly) 0.95
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.04
  • Inception Date Oct 1, 2004

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.

Calvert Research and Management

Fund Family

Small Blend

Fund Category

2.91B

Net Assets

2004-10-01

Inception Date

Performance Overview: CSCCX

Trailing returns as of 5/14/2024. Category is Small Blend.

YTD Return

CSCCX
0.08%
Category
20.19%
 

1-Year Return

CSCCX
4.62%
Category
60.18%
 

3-Year Return

CSCCX
1.04%
Category
11.32%
 

5-Year Return

CSCCX
5.39%
Category
13.88%
 

People Also Watch

Holdings: CSCCX

Top 10 Holdings (29.22% of Total Assets)

SymbolCompany% Assets
CNM
Core & Main, Inc. 4.08%
CBZ
CBIZ, Inc. 3.21%
CHE
Chemed Corporation 3.11%
EPRT
Essential Properties Realty Trust, Inc. 3.06%
ATR
AptarGroup, Inc. 2.92%
DORM
Dorman Products, Inc. 2.86%
USPH
U.S. Physical Therapy, Inc. 2.79%
ARMK
Aramark 2.42%
SIGI
Selective Insurance Group, Inc. 2.38%
AZEK
The AZEK Company Inc. 2.38%

Sector Weightings

SectorCSCCX
Industrials   26.27%
Healthcare   15.47%
Technology   10.66%
Real Estate   9.82%
Utilities   2.13%
Energy   0.00%

Recent News: CSCCX

Research Reports: CSCCX

Top Mutual Funds