Calvert Small Mutual Fund Money Managers
CSVIX Fund | USD 40.36 0.00 0.00% |
Break down of Calvert Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Calvert Small's future under-performance.
Calvert |
Symbol | CSVIX |
Name | Calvert Small Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Calvert Small Cap Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Calvert Small Net Asset Comparison
Calvert Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 19.93 Billion. Calvert Small retains roughly 3.01 Billion in net asset claiming about 15% of funds listed under Small Blend category.
Calvert Small Cap Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Calvert Small Cap Price Series Summation is a cross summation of Calvert Small price series and its benchmark/peer.
About Calvert Small Management Performance
The success or failure of an entity such as Calvert Small Cap often depends on how effective the management is. Calvert Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Calvert management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Calvert management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent 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 percent of its net assets in foreign securities.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Calvert Mutual Fund
Calvert Small financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Small security.
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |