Calvert Small Cap Fund Quote
| CSCCX Fund | USD 20.94 -0.44 -2.06% |
Performance Weak
| Odds Of Distress Low
|
As of March 13, 2026, CALVERT SMALL is priced at $20.94, reflecting a 2.06% decrease today after opening at $21.38. Current risk models assign CALVERT SMALL a 24% probability of financial distress, reflecting a moderate probability within its capital structure. Risk-adjusted return data over the last 90 trading days classifies CALVERT SMALL as weak in terms of performance. The performance scores window runs from December 13, 2025 to March 13, 2026. Learn more.
Mutual Fund Highlights
Calvert Small Cap [CSCCX] is traded in USA. The fund is listed under the Small Blend category and is part of the Calvert Research and Management family. This fund currently has accumulated 1.72 B in assets under management (AUM) with no minimum investment requirements. Calvert Small Cap is currently producing a year-to-date (YTD) return of 3.94%, while the total return for the last 3 years is 3.3%. CALVERT SMALL financial stability analysisInstrument Allocation
Notable Updates
| 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 2026 |
| Expense Ratio Date | 1st of February 2026 |
| Fiscal Year End | September |
Sector Allocation
Investors benefit from spreading exposure across multiple sectors, as broader diversification reduces the likelihood of large losses. For CALVERT Mutual Fund, a wide sector allocation may reduce expected returns alongside risk.
For institutional investors seeking a sector tilt, Calvert Small Cap Mutual Fund provides a low-cost, efficient alternative to custom portfolio construction. Sector ETF diversification can be a profitable strategy, but sound portfolio management limits any single industry to a maximum of 20% of.
Common Risk Profiles
| Mean Deviation | 1.14 | |||
| Semi Deviation | 0.6869 | |||
| Standard Deviation | 2.95 | |||
| Variance | 8.73 |
Calvert Small Cap Against Markets
Mutual Fund Analysis Notes
The fund holds 98.52% of assets under management (AUM) in equities. For Calvert Small Cap, recent data highlights $18.8 million in Total Assets and $1.7 billion in Net Assets.Investor Insights and Alerts
Automated alerts tied to Calvert Small Cap help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Calvert Small Cap generated a negative expected return over the last 90 days | |
| The fund generated five year return of 0.0% | |
| Calvert Small Cap holds 98.52% of its assets under management (AUM) in equities |
Top Calvert Small Cap Mutual Fund Constituents
| CBU | Community Bank System | Stock | |
| BFAM | Bright Horizons Family | Stock | |
| MLKN | MillerKnoll | Stock | |
| CHH | Choice Hotels International | Stock | |
| CHE | Chemed Corp | Stock | |
| ACIW | ACI Worldwide | Stock | |
| MWA | Mueller Water Products | Stock | |
| EEFT | Euronet Worldwide | Stock | |
| CARG | CarGurus | Stock | |
| AMED | Amedisys | Stock | |
| AZEK | Azek Company | Stock | |
| CSGS | CSG Systems International | Stock | |
| PFGC | Performance Food Group | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| NVST | Envista Holdings Corp | Stock | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | |
| OGS | One Gas | Stock | |
| HAE | Haemonetics | Stock | |
| DLX | Deluxe | Stock | |
| HR | Healthcare Realty Trust | Stock | |
| EYE | National Vision Holdings | Stock | |
| ENS | Enersys | Stock | |
| SERV | Serve Robotics Common | Stock |
Outstanding Bonds
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
Daily trading signals in Calvert Small Cap help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 20.94 | |||
| Day Typical Price | 20.94 | |||
| Price Action Indicator | -0.22 | |||
| Period Momentum Indicator | -0.44 | |||
| Relative Strength Index | 31.31 |
Forecast Models
Quantitative forecast tools for Calvert Small Cap focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.Mutual Fund Overview, Methodology & Data Sources
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 0.0%.
Methodology
Unless otherwise specified, data for Calvert Small Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Calvert Small Cap market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Calvert Small Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.