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 8.87%. The 1-year return is 5.18% and the 5-year return is 2.80%. CSVIX dividend yield stands at 11.81%, paid annually.

CSVIX 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 CSVIX holdings, sector breakdown, or dividend history.

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