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Calvert Small-cap Fund Class C (0P000039CV)

US Funds

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26.100 +0.170 +0.66%

08/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 23.55M

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0P000039CV Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Small Cap Fund Class C (0P000039CV) fund. Our Calvert Small Cap Fund Class C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.480	1.480	0.000
Shares	98.520	98.520	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.210	15.642
Price to Book	2.204	1.873
Price to Sales	1.803	1.256
Price to Cash Flow	13.425	8.430
Dividend Yield	1.301	1.512
5 Years Earnings Growth	9.100	11.817

Sector Allocation

Name	Net %	Category Average
Industrials	24.620	19.244
Financial Services	22.680	18.095
Technology	14.280	14.633
Consumer Cyclical	13.720	12.118
Healthcare	11.840	11.856
Real Estate	5.510	6.518
Basic Materials	2.710	4.885
Utilities	2.100	3.115
Consumer Defensive	1.760	4.454
Communication Services	0.770	2.434

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 68

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Commerce Bancshares	US2005251036	3.39	58.70	-0.15%
AptarGroup	US0383361039	2.98	132.32	+0.54%
SouthState Corp	US8404411097	2.66	-	-
Community Bank System	US2036071064	2.57	57.44	-0.81%
White Mountains Insurance	BMG9618E1075	2.48	1,906.22	+0.53%
Aramark Holdings	US03852U1060	2.39	39.95	+3.39%
CBIZ	US1248051021	2.33	55.95	-1.49%
Wyndham Hotels	US98311A1051	2.31	77.92	-1.67%
Essential Properties	US29670E1073	2.30	29.41	+0.65%
Donaldson	US2576511099	2.18	82.20	-1.03%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.22B	9.03	18.68	14.08
Calvert Equity I	2.71B	6.82	11.51	13.47
Calvert Equity A	1.99B	6.64	11.24	13.14
Calvert Small Cap I	1.84B	0.35	8.24	8.74
Calvert Emerging Markets Equity Fui	1B	19.04	8.91	6.96

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