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Calvert Small-cap Fund Class I (CSVIX)

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37.48 +0.31    +0.83%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Calvert Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.46B
Calvert Small Cap I 37.48 +0.31 +0.83%

CSVIX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Calvert Small Cap I (CSVIX) fund. Our Calvert Small Cap I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.74 1.74 0.00
Stocks 98.26 98.26 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.29 15.38
Price to Book 2.62 1.92
Price to Sales 1.70 1.27
Price to Cash Flow 14.37 8.60
Dividend Yield 1.24 1.48
5 Years Earnings Growth 10.99 12.01

Sector Allocation

Name  Net % Category Average
Industrials 23.56 19.19
Financial Services 21.55 17.24
Healthcare 13.26 12.10
Technology 12.43 14.30
Consumer Cyclical 11.58 12.28
Real Estate 8.31 6.94
Consumer Defensive 4.10 4.32
Basic Materials 2.58 5.14
Utilities 2.05 2.99
Communication Services 0.58 2.35

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 0

Name ISIN Weight % Last Change %
  AptarGroup US0383361039 3.68 159.35 +0.52%
  Essential Properties US29670E1073 3.06 31.95 +0.92%
  Dorman US2582781009 2.95 132.48 +1.23%
  Commerce Bancshares US2005251036 2.90 63.31 +0.88%
  Wyndham Hotels US98311A1051 2.72 101.98 +0.44%
  Community Bank System US2036071064 2.66 62.98 +0.64%
  CBIZ US1248051021 2.54 82.29 +2.07%
  CSW Industrials Inc US1264021064 2.51 360.30 +0.82%
  South State US8404411097 2.43 101.14 +0.51%
  Stifel US8606301021 2.31 107.28 +1.26%

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert Equity I 3.6B 13.04 5.20 13.25
  Calvert US Large Cap Core Rspnb I 3.1B 27.76 9.68 13.27
  Calvert Equity A 2.21B 12.78 4.93 12.90
  Calvert Emerging Markets Equity Fui 965.9M 7.61 -4.22 3.69
  Calvert Balanced A 920.2M 21.06 6.97 8.18
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