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Morningstar

Calvert Global Small-Cap Equity C CSQCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.49  /  −0.21 %
  • Total Assets 27.3 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 45%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:45 PM GMT+0

Morningstar’s Analysis CSQCX

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

  • People Pillar

    The People Pillar is our evaluation of the CSQCX 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 CSQCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSQCX

More CSQCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Core & Main Inc Class A

2.06 552,141
Industrials

CBIZ Inc

2.02 540,342
Industrials

AptarGroup Inc

1.83 489,644
Healthcare

The Cooper Companies Inc

1.78 475,488
Healthcare

Chemed Corp

1.68 449,561
Healthcare

WR Berkley Corp

1.67 446,340
Financial Services

Tradeweb Markets Inc

1.54 411,957
Financial Services

Domino's Pizza Inc

1.54 411,585
Consumer Cyclical

Dorman Products Inc

1.48 396,760
Consumer Cyclical

Equity Lifestyle Properties Inc

1.44 385,609
Real Estate