Calvert Smallcap Fund6 Fund Quote
| CALRX Fund | USD 36.61 0.28 0.77% |
PerformanceOK
| Odds Of DistressLow
|
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
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 | 30th 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
| HXL | Hexcel | Stock | Industrials | |
| ACIW | ACI Worldwide | Stock | Information Technology | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| CHE | Chemed Corp | Stock | Health Care | |
| ALTR | Altair Engineering | Stock | Information Technology | |
| MRCY | Mercury Systems | Stock | Industrials | |
| WWD | Woodward | Stock | Industrials | |
| CBU | Community Bank System | Stock | Financials |
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 | 0.781 | |||
| Semi Deviation | 0.7984 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |