- What does CALRX invest in?
- The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.
- What is the expense ratio of CALRX?
- Calvert Small-Cap R6 (CALRX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CALRX?
- Calvert Small-Cap R6 (CALRX) manages $1.23B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CALRX actively managed or an index fund?
- CALRX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CALRX's is 0.86%) because there's no security selection cost.
- When was CALRX launched?
- Calvert Small-Cap R6 (CALRX) launched in February 2019 and is managed by the fund issuer.
- How has CALRX performed?
- CALRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
