CALRX Mutual Fund (Calvert Small-Cap Fund Class R6) is managed by Calvert. CALRX expense ratio is 0.86%, holding 67 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-02-01.

CALRX performance shows a YTD return of 7.55%. The 1-year return is 5.23% and the 5-year return is 2.89%. CALRX dividend yield stands at 11.95%, paid annually.

CALRX 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 CALRX holdings, sector breakdown, or dividend history.

CALRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CALRX alternatives are available via the screener, along with tax-loss harvesting opportunities.