CSVIX Mutual Fund

CSVIX Mutual Fund (Calvert Small-Cap Fund Class I) is managed by Calvert. CSVIX expense ratio is 0.95%, holding 67 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2005-04-29.

CSVIX performance shows a YTD return of 8.23%. The 1-year return is 6.98% and the 5-year return is 2.65%. CSVIX dividend yield stands at 11.88%, paid annually.

CSVIX 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 CSVIX holdings, CSVIX sectors, or CSVIX dividends.

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