CALRX Mutual Fund

CALRX Mutual Fund (Calvert Small-Cap Fund Class R6) is managed by Calvert. CALRX expense ratio is 0.86%, holding 69 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-02-01.

CALRX performance shows a YTD return of 4.22%. The 1-year return is 4.80% and the 5-year return is 1.30%. CALRX dividend yield stands at 0.45%, paid annually.

CALRX top holdings include Franklin Electric Co Inc (3.4%), Csw Industrials, Inc. (3.4%), Donaldson Co Inc (3.2%), Dorman Products Inc (3.0%), Quaker Chemical Corp. (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.