CCVAX Mutual Fund
CCVAX Mutual Fund
Calvert Small-Cap Fund Class A

CCVAX Mutual Fund Overview
CCVAX Mutual Fund (Calvert Small-Cap Fund Class A) is managed by Calvert. CCVAX expense ratio is 1.20%, holding 67 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-10-01.
CCVAX performance shows a YTD return of 7.38%. The 1-year return is 4.89% and the 5-year return is 2.55%. CCVAX dividend yield stands at 12.90%, paid annually.
CCVAX 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%). View all CCVAX holdings, sector breakdown, or dividend history.
CCVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.