About CSPIX
The Calvert Global Small-Cap Equity Fund Class I is a mutual fund designed to achieve long-term total return by investing primarily in the equity securities of small-cap companies across global markets. The fund uses a bottom-up stock selection process grounded in fundamental research, evaluating factors such as earnings or cash flow capabilities, financial strength, business franchise quality, management teams, and the sustainability of each company's competitive advantage. Additionally, the fund integrates the Calvert Principles for Responsible Investment, ensuring that environmental, social, and governance (ESG) criteria are considered in investment decisions and ongoing company engagement efforts. The portfolio typically holds stocks from about 15 countries and spans a range of sectors, including industrials, financials, consumer discretionary, information technology, and real estate. By focusing on small-cap companies globally, the fund aims to capitalize on growth opportunities outside of large-cap benchmarks, offering investors diversified exposure to dynamic and often under-researched segments of the market. Class I shares are tailored for institutional investors, featuring a higher minimum initial investment and lower expense ratio compared to retail share classes.
Category World Small/Mid Stock
Stock Exchange NASDAQ
Ticker Symbol CSPIX
CSPIX had a total return of 1.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.87%.
