CCVAX Mutual Fund

CCVAX Mutual Fund (Calvert Small-Cap Fund Class A) is managed by Calvert. CCVAX expense ratio is 1.20%, holding 67 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-10-01.

CCVAX performance shows a YTD return of 8.10%. The 1-year return is 6.70% and the 5-year return is 2.39%. CCVAX dividend yield stands at 12.98%, paid annually.

CCVAX 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 CCVAX holdings, CCVAX sectors, or CCVAX dividends.

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