CALRX Mutual Fund

CALRX Mutual Fund (Calvert Small-Cap Fund Class R6) is managed by Calvert. CALRX expense ratio is 0.86%, holding 67 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-02-01.

CALRX performance shows a YTD return of 6.77%. The 1-year return is 0.48% and the 5-year return is 2.15%. CALRX dividend yield stands at 12.18%, paid annually.

CALRX top holdings include Csw Industrials, Inc. (3.8%), Franklin Electric Co Inc (3.5%), Dorman Products Inc (3.5%), Donaldson Co Inc (3.3%), Valvoline Inc (3.2%). Go to all CALRX holdings, CALRX sectors, or CALRX dividends.

CALRX can be compared against other funds. Use CALRX overlap to find shared positions, or CALRX vs another fund for a side-by-side view. CALRX alternatives are available via the screener, along with tax-loss harvesting opportunities.