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 8.29%. The 1-year return is 7.07% and the 5-year return is 2.74%. CALRX dividend yield stands at 12.01%, paid annually.

CALRX top holdings include Community Bank System Inc (3.3%), Csw Industrials, Inc. (3.2%), Franklin Electric Co Inc (3.1%), Valvoline Inc (2.9%), Dorman Products Inc (2.9%). 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.