Calvert Small-Cap Fund Class I

Frequently Asked Questions About CSVIX

What are the top holdings of CSVIX?

A machine-readable holdings disclosure for Calvert Small-Cap Fund Class I (CSVIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does CSVIX invest in?

Calvert Small-Cap Fund Class I (CSVIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is CSVIX most exposed to?

CSVIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is CSVIX a US-only fund?

The country allocation card on this page shows CSVIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does CSVIX 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.