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CALRX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Calvert Small-Cap R6 (CALRX) Ownership - Who owns Calvert Small-Cap R6?

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U... Show more

Category: #Small Blend

Profile

Category
Small Blend
Address
Calvert Impact Fund Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
0.86
Min. Initial Investment
5000000.00
Fund Existence
over 6 years
Turnover
32.00
Front Load
N/A
Net Assets
2498259000.00
Manager Tenure
N/A

Fundamentals

CALRX
Net Assets
2.5B
Fund Existence
over 6 years
Turnover
32.00
Total Expense Ratio
0.86
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.86
Assets in Top Ten Holdings
869M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
258M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
73.00
Number of Net Holdings
73.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
26.39%
Gain YTD
-2.948
Annual Yield % from dividends
0.32
Returns for 1 year
5.28
Returns for 3 years
14.78
Returns for 5 years
36.78
Returns for 10 years
N/A
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General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Calvert Impact Fund Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com