About CSVIX
Calvert Small-Cap Fund Class I is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in small-cap common stocks of U.S. companies. The fund typically allocates at least 80% of its assets to small-cap stocks, guided by a disciplined investment process that integrates both fundamental research and responsible investing principles, including the analysis of environmental, social, and governance (ESG) factors. This approach seeks to identify companies within the small-cap segment that exhibit high or improving quality indicators, such as robust returns on capital and strong free cash flow, while also considering their ESG performance. The portfolio is broadly diversified across sectors, with significant allocations to industries like industrials, financials, healthcare, and real estate. Managed by Calvert, a recognized leader in responsible investing and part of Morgan Stanley Investment Management, the fund aims to deliver attractive risk-adjusted returns while promoting positive global impact. Its institutional share class is designed for larger investors, with a minimum initial investment requirement and an expense ratio competitive within its peer group. The fund is positioned within the Small Blend Morningstar Category, reflecting its blend of value and growth investment styles among small-cap U.S. equities.
Fund Family Calvert Research and Management
Category Small Blend
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CSVIX
Share Class Class I
Index Russell 2000 TR
CSVIX had a total return of -4.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.58%.
