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 6.71%. The 1-year return is 0.42% and the 5-year return is 2.07%. CSVIX dividend yield stands at 12.05%, paid annually.

CSVIX top holdings include Csw Industrials, Inc. (3.8%), Franklin Electric Co Inc (3.5%), Dorman Products Inc (3.5%), Donaldson Co Inc (3.3%), Valvoline Inc (3.2%). 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.