Calvert Smallcap Fund6 Fund Quote
| CALRX Fund | USD 37.51 0.31 0.83% |
Performance1 of 100
| Odds Of DistressLess than 21
|
Calvert Smallcap is trading at 37.51 as of the 24th of December 2024; that is 0.83% up since the beginning of the trading day. The fund's open price was 37.2. Calvert Smallcap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Calvert Smallcap Fund6
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Small Blend Funds, Small Blend, Calvert Research and Management, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Calvert Smallcap Fund6 [CALRX] is traded in USA and was established 24th of December 2024. Calvert Smallcap is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 801.56 M in assets under management (AUM) with minimum initial investment of 1000 K. Calvert Smallcap Fund6 is currently producing year-to-date (YTD) return of 13.18% with the current yeild of 0.0%, while the total return for the last 3 years was 4.21%.
Check Calvert Smallcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Smallcap Fund6 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Smallcap Fund6 Mutual Fund Constituents
| CHE | Chemed Corp | Stock | Health Care | |
| EGP | EastGroup Properties | Stock | Real Estate | |
| WWD | Woodward | Stock | Industrials | |
| SSB | SouthState | Stock | Financials | |
| EYE | National Vision Holdings | Stock | Consumer Discretionary | |
| TREX | Trex Company | Stock | Industrials | |
| MWA | Mueller Water Products | Stock | Industrials | |
| OGS | One Gas | Stock | Utilities |
Calvert Smallcap Top Holders
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
Calvert Smallcap Fund6 Risk Profiles
| Mean Deviation | 0.7725 | |||
| Semi Deviation | 0.9918 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Calvert Smallcap Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Smallcap financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Smallcap security.
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