CCVAX Mutual Fund
TER1.20%
Holdings67
CCVAX Mutual Fund
Calvert Small-Cap Fund Class A
TER1.20%
Holdings67

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Premium Feature
Sign in to unlock peer comparison, category rankings and more
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 various sectors. Inception date: 2004-10-01.
CCVAX performance shows a YTD return of 8.74%. 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 a diversified portfolio. 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.