About CSQCX
The Calvert Global Small-Cap Equity Fund Class C is a mutual fund that seeks to achieve long-term total return by investing primarily in equity securities of small-cap companies across global markets. Managed by a team at Eaton Vance, the fund employs a bottom-up investment approach, focusing on identifying high-quality companies through rigorous fundamental analysis of financial strength, business franchise quality, management effectiveness, and competitive sustainability. The fund also incorporates the Calvert Principles for Responsible Investment, integrating environmental, social, and governance (ESG) considerations into its research and decision-making process.
The portfolio is diversified, typically holding over 130 securities from approximately 15 countries, with allocations split between U.S. and foreign common stocks, as well as real estate investment trusts and depositary receipts. Sector exposures are broad, with notable weights in industrials, financials, consumer discretionary, and information technology. The average market capitalization of portfolio companies is approximately $8.3 billion, and fund management emphasizes active stock selection, reflected in a high active share.
Overall, the Calvert Global Small-Cap Equity Fund Class C plays a distinctive role in offering investors access to global small-cap equities with an integrated responsible investing mandate.
Category World Small/Mid Stock
Stock Exchange NASDAQ
Ticker Symbol CSQCX
CSQCX had a total return of 0.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.83%.
