Morningstar

Calvert Small-Cap Fund Class R6 CALRX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $32.14  /  +0.53 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.42%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis CALRX

Will CALRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CALRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CALRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CALRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Small-Cap R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CALRX

More CALRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin Electric Co Inc

3.38 39M
Industrials

CSW Industrials Inc

3.35 39M
Industrials

Donaldson Co Inc

3.21 37M
Industrials

Dorman Products Inc

2.95 34M
Consumer Cyclical

Quaker Houghton

2.92 34M
Basic Materials

Essential Properties Realty Trust Inc

2.90 34M
Real Estate

Valvoline Inc

2.84 33M
Consumer Cyclical

Community Financial System Inc

2.68 31M
Financial Services

Old National Bancorp

2.68 31M
Financial Services

Balchem Corp

2.50 29M
Basic Materials

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