Calvert Small Cap FundCCVAX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.5B
Expense ratio
1.20%
1-year return
-4.8%
3 years, a year
+2.2%
5 years, a year
+0.8%
Holdings
67
What it aims to do.
The Funds investment objective is to seek to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CBU Community Financial System Inc | 3.33% |
| CSW CSW Industrials Inc | 3.19% |
| FELE Franklin Electric Co Inc | 3.14% |
| VVV Valvoline Inc | 2.94% |
| DORM Dorman Products Inc | 2.87% |
| DIOD Diodes Inc | 2.82% |
| IDA IDACORP Inc | 2.80% |
| DCI Donaldson Co Inc | 2.77% |
| EPRT Essential Properties Realty Trust Inc | 2.69% |
| ARMK Aramark | 2.64% |
More on CCVAX.
- CCVAX overview
- CCVAX holdings
- CCVAX risk
- CCVAX costs
- CCVAX money in and out
- CCVAX share classes
- Compare CCVAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.