Calvert Small Cap Fund Quote
| CSVIX Fund | USD 34.05 0.44 1.31% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Calvert Small is trading at 34.05 as of the 23rd of April 2024; that is 1.31 percent increase since the beginning of the trading day. The fund's open price was 33.61. Calvert Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Calvert Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Calvert Small Cap
Moving together with Calvert Mutual Fund
| 0.93 | CDHIX | Calvert Developed Market | PairCorr |
| 0.93 | CDHAX | Calvert Developed Market | PairCorr |
| 0.64 | CDICX | Calvert Short Duration | PairCorr |
| 0.81 | CVMIX | Calvert Emerging Markets | PairCorr |
| 0.81 | CVMCX | Calvert Emerging Markets | PairCorr |
| 0.88 | CEYRX | Calvert Equity | PairCorr |
| 0.89 | CFAIX | Calvert Conservative | PairCorr |
Calvert Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calvert Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calvert Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Small Blend Funds, Small Blend, Calvert Research and Management, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Small Cap [CSVIX] is traded in USA and was established 23rd of April 2024. Calvert Small is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 3.01 B in assets under management (AUM) with no minimum investment requirementsCalvert Small Cap is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.0%, while the total return for the last 3 years was 0.17%.
Check Calvert Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Small Cap Mutual Fund Constituents
| SIGI | Selective Insurance Group | Stock | Financials |
| BLKB | Blackbaud | Stock | Information Technology |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care |
| ALTR | Altair Engineering | Stock | Information Technology |
| LHCG | LHC Group | Stock | Health Care |
| CBZ | CBIZ Inc | Stock | Industrials |
| NVST | Envista Holdings Corp | Stock | Health Care |
Calvert Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Calvert Small jumping above the current price in 90 days from now is about 47.08%. The Calvert Small Cap probability density function shows the probability of Calvert Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3852 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Calvert Small will likely underperform. Additionally, calvert Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Calvert Small to move above the current price in 90 days from now is about 47.08 (This Calvert Small Cap probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Small Top Holders
| MHELX | Mh Elite Small | Mutual Fund | Allocation--85%+ Equity |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth |
Calvert Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calvert Small market risk premium is the additional return an investor will receive from holding Calvert Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calvert Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calvert Small's alpha and beta are two of the key measurements used to evaluate Calvert Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7363 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 0.9925 | |||
| Variance | 0.9851 |
Calvert Small Against Markets
Picking the right benchmark for Calvert Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calvert Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calvert Small is critical whether you are bullish or bearish towards Calvert Small Cap at a given time. Please also check how Calvert Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Calvert Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Calvert Mutual Fund?
Before investing in Calvert Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Calvert Small. To buy Calvert Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Calvert Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Calvert Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Calvert Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Calvert Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Calvert Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Calvert Small Cap?
The danger of trading Calvert Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calvert Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calvert Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calvert Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.