CCVAX Mutual Fund

CCVAX Mutual Fund (Calvert Small-Cap Fund Class A) is managed by Calvert with $216.8M in net assets. CCVAX expense ratio is 1.20%, holding 69 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-10-01.

CCVAX performance shows a YTD return of 4.01%. The 1-year return is 4.49% and the 5-year return is 0.98%. CCVAX dividend yield stands at 0.09%, paid annually.

CCVAX 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 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.