CSVIX – Calvert Small-Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CSVIX	Calvert Small-Cap Fund Class I	Institutional	Open			Apr 29, 2005	$721.26M	0.950%	Average	$1M	−$1.10B
CCVAX	Calvert Small-Cap Fund Class A	Front Load	Open			Oct 1, 2004	$216.76M	1.200%	Below Average	$1,000	−$43.14M
CSCCX	Calvert Small-Cap Fund Class C	Level Load	Open			Apr 1, 2005	$13.48M	1.950%	Average	$1,000	−$9.36M
CALRX	Calvert Small-Cap Fund Class R6	Retirement, Large	Open			Feb 1, 2019	$105.88M	0.860%	Average	$5M	−$138.97M

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