Morningstar

Calvert Small-Cap Fund Class A CCVAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 30.94  /  −0.51 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.08%
  • Turnover 34%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CCVAX

Will CCVAX 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 CCVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCVAX 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 CCVAX’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 A 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 CCVAX

More CCVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Community Financial System Inc

3.66 53M
Financial Services

Dorman Products Inc

3.43 49M
Consumer Cyclical

Franklin Electric Co Inc

3.29 47M
Industrials

CSW Industrials Inc

3.26 47M
Industrials

Donaldson Co Inc

2.83 41M
Industrials

Old National Bancorp

2.75 40M
Financial Services

Valvoline Inc

2.73 39M
Consumer Cyclical

Quaker Houghton

2.73 39M
Basic Materials

Essential Properties Realty Trust Inc

2.71 39M
Real Estate

Idacorp Inc

2.44 35M
Utilities

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