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Calvert Small-cap Fund Class I (CSVIX)

US Funds

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40.50 -0.18 -0.44%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.25B

Type: Fund

Market: United States

Asset Class: Equity

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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	1.57	1.57	0.00
Stocks	98.43	98.43	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.87	15.28
Price to Book	2.76	1.89
Price to Sales	1.79	1.24
Price to Cash Flow	14.99	8.28
Dividend Yield	1.20	1.55
5 Years Earnings Growth	10.49	11.97

Sector Allocation

Name	Net %	Category Average
Industrials	23.77	19.21
Financial Services	20.12	16.92
Healthcare	14.23	11.93
Technology	12.17	14.39
Consumer Cyclical	11.74	12.29
Real Estate	8.78	6.88
Consumer Defensive	3.97	4.33
Basic Materials	2.71	5.23
Utilities	1.97	2.96
Communication Services	0.54	2.24

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 68

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
AptarGroup	US0383361039	3.39	172.04	-0.27%
Essential Properties	US29670E1073	3.18	33.96	+0.41%
Chemed	US16359R1032	3.04	573.45	+0.23%
Dorman	US2582781009	2.83	142.83	+0.80%
Commerce Bancshares	US2005251036	2.67	73.96	-0.54%
CSW Industrials Inc	US1264021064	2.51	423.58	-1.95%
Community Bank System	US2036071064	2.44	70.06	-1.95%
CBIZ	US1248051021	2.39	83.00	+1.21%
South State	US8404411097	2.34	111.02	-0.81%
Wyndham Hotels	US98311A1051	2.33	98.03	+0.35%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.57B	8.34	3.45	13.10
Calvert US Large Cap Core Rspnb I	2.93B	19.80	6.97	12.93
Calvert Equity A	2.15B	8.12	3.19	12.75
Calvert Emerging Markets Equity Fui	1.02B	10.67	-4.80	3.98
Calvert Balanced A	888.67M	16.66	5.33	8.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Small Cap.	40.50	-0.18	-0.44%