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CALRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Calvert Small-Cap R6 (CALRX) Ownership - Who owns Calvert Small-Cap R6?

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CALRX

Net Assets

2.43B

Fund Existence

over 6 years

Turnover

32.00

Total Expense Ratio

0.86

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.86

Assets in Top Ten Holdings

869M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

252M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

70.00

Number of Net Holdings

70.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.71%

Gain YTD

-1.785

Annual Yield % from dividends

0.33

Returns for 1 year

1.87

Returns for 3 years

10.39

Returns for 5 years

34.23

Returns for 10 years

N/A

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Category SmallBlend

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Fundamentals

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