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Calvert Small-cap Fund Class I (CSVIX)

US Funds

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35.64 -0.46 -1.27%

28/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.86B

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CSVIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Small Cap I (CSVIX) fund. Our Calvert Small Cap I 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	1.55	1.55	0.00
Shares	98.45	98.45	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.97	15.25
Price to Book	2.35	1.87
Price to Sales	1.63	1.24
Price to Cash Flow	14.76	8.39
Dividend Yield	1.27	1.54
5 Years Earnings Growth	10.35	11.78

Sector Allocation

Name	Net %	Category Average
Industrials	24.64	19.19
Financial Services	23.77	17.89
Technology	13.10	14.38
Consumer Cyclical	12.10	12.05
Healthcare	11.23	12.03
Real Estate	5.94	6.72
Consumer Defensive	3.84	4.54
Basic Materials	2.55	4.88
Utilities	1.98	3.08
Communication Services	0.85	2.34

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Commerce Bancshares	US2005251036	3.30	62.69	-1.71%
CBIZ	US1248051021	3.04	74.29	-1.90%
AptarGroup	US0383361039	2.69	157.40	-0.48%
Community Bank System	US2036071064	2.65	56.12	-1.27%
White Mountains Insurance	BMG9618E1075	2.55	1,774.70	-1.79%
Core & Main Inc Class A	-	2.55	-	-
South State	US8404411097	2.52	88.18	-1.72%
Wyndham Hotels	US98311A1051	2.43	85.50	-2.03%
Essential Properties	US29670E1073	2.36	32.50	+0.68%
Stifel	US8606301021	2.29	94.54	-1.12%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	2.87B	-0.89	7.87	12.37
Calvert US Large Cap Core Rspnb I	2.82B	-6.26	11.44	11.98
Calvert Equity A	1.95B	-0.98	7.60	12.03
Calvert Emerging Markets Equity Fui	893.43M	4.76	2.73	3.62
Calvert Balanced A	857.81M	-2.68	8.60	7.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Small Cap.	35.64	-0.46	-1.27%
	Öhman Systematic .	105.230	-0.010	-0.01%