Morningstar

Calvert Small-Cap Fund Class R6 CALRX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 31.93  /  +1.33 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.42%
  • Turnover 34%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CALRX

Will CALRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CALRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CALRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CALRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Small-Cap R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CALRX

More CALRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CSW Industrials Inc

3.79 46M
Industrials

Franklin Electric Co Inc

3.55 43M
Industrials

Dorman Products Inc

3.47 42M
Consumer Cyclical

Donaldson Co Inc

3.29 40M
Industrials

Valvoline Inc

3.23 39M
Consumer Cyclical

Community Financial System Inc

3.15 38M
Financial Services

Essential Properties Realty Trust Inc

3.04 37M
Real Estate

Old National Bancorp

2.76 34M
Financial Services

Quaker Houghton

2.68 33M
Basic Materials

SouthState Bank Corp

2.45 30M
Financial Services

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