Calvert Smallcap Fund6 Fund Quote

CALRX Fund  USD 36.61  0.28  0.77%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Smallcap is trading at 36.61 as of the 26th of July 2025; that is 0.77% up since the beginning of the trading day. The fund's open price was 36.33. Calvert Smallcap has about a 20 % 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 27th of April 2025 and ending today, the 26th of July 2025. 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 together with Calvert Mutual Fund

  0.86CDHIX Calvert Developed MarketPairCorr
  0.84CDHAX Calvert Developed MarketPairCorr
  0.65CDICX Calvert Short DurationPairCorr
  0.84CDHRX Calvert InternationalPairCorr
  0.67CDSRX Calvert Short DurationPairCorr
  0.66CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Small Blend Funds, Small Blend, Calvert Research and Management, Large, Small Blend (View all Sectors)
Update Date30th of June 2025
Calvert Smallcap Fund6 [CALRX] is traded in USA and was established 26th of July 2025. 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 0.41% with the current yeild of 0.0%, while the total return for the last 3 years was 8.43%.
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

HXLHexcelStockIndustrials
ACIWACI WorldwideStockInformation Technology
PFGCPerformance Food GroupStockConsumer Staples
CHEChemed CorpStockHealth Care
ALTRAltair EngineeringStockInformation Technology
MRCYMercury SystemsStockIndustrials
WWDWoodwardStockIndustrials
CBUCommunity Bank SystemStockFinancials
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Calvert Smallcap Top Holders

CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
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Calvert Smallcap Fund6 Risk Profiles

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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Correlation Analysis
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