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Calvert Small-Cap C CSCCX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 25.06  /  −0.28 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 44%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CSCCX

Will CSCCX outperform in future?

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

A sound investment process and strong management team underpin Calvert Small-Cap C's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings CSCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Essential Properties Realty Trust Inc

3.30 96.1 Mil
Real Estate

Core & Main Inc Class A

3.22 93.8 Mil
Industrials

AptarGroup Inc

3.20 93.2 Mil
Healthcare

Chemed Corp

3.01 87.6 Mil
Healthcare

Dorman Products Inc

2.83 82.5 Mil
Consumer Cyclical

US Physical Therapy Inc

2.74 79.9 Mil
Healthcare

CBIZ Inc

2.65 77.1 Mil
Industrials

Commerce Bancshares Inc

2.57 74.8 Mil
Financial Services

Aramark

2.56 74.7 Mil
Industrials

Woodward Inc

2.52 73.5 Mil
Industrials