CSMAX Mutual Fund

CSMAX Mutual Fund

NAV$12.72
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Fund Essentials

Net Assets
-
Expense Ratio
1.31%
Dividend Yield (Current)
13.92%
Holdings
133
Inception Date
Sep 18, 2023
Fund Family
Calvert
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.67%
1 Year+6.34%

Asset Allocation

Stocks: 99.32%
Cash: 0.68%
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Dividend Summary

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Dividend Yield (Current)
13.92%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CSMAX Mutual Fund Overview

CSMAX Mutual Fund (Calvert Global Small-Cap Equity Fund Class A) is managed by Calvert. CSMAX expense ratio is 1.31%, holding 133 positions across various sectors. Inception date: 2023-09-18.

CSMAX performance shows a YTD return of 2.67%. The 1-year return is 6.34%. CSMAX dividend yield stands at 13.92%, paid annually.

CSMAX top holdings include a diversified portfolio. Go to all CSMAX holdings, CSMAX sectors, or CSMAX dividends.

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