Calvert Small-Cap Fund (CSCCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert Small-Cap Fund (CSCCX) trades at $23.41. Calvert Small-Cap Fund (CSCCX) focuses on investing in small-cap companies, primarily within the range of the Russell 2000® Index. Market cap: $1.24B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for CSCCX: CSCCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CSCCX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on CSCCX.
How is this calculated? →Calvert Small-Cap Fund (CSCCX) Financial Services Profile
Calvert Small-Cap Fund (CSCCX) specializes in small-cap equity investments, mirroring the Russell 2000® Index. With a focus on domestic companies, the fund strategically allocates assets while maintaining the option to diversify internationally. The fund operates within the competitive asset management landscape, catering to investors seeking small-cap exposure.
What Is the Investment Thesis for CSCCX?
Calvert Small-Cap Fund (CSCCX), with a market capitalization of $1.24B and a beta of 1.09, presents an opportunity for investors seeking exposure to the small-cap equity market. The fund's strategy of mirroring the Russell 2000® Index provides a diversified approach to capturing potential growth within this segment. A key value driver is the fund's ability to identify and invest in companies with strong growth prospects and sustainable competitive advantages. Upcoming catalysts include potential outperformance relative to the Russell 2000® Index due to active stock selection. A potential risk lies in the fund's exposure to market volatility, particularly within the small-cap segment, which can experience greater price fluctuations than larger, more established companies. The fund's success depends on its ability to navigate market conditions and deliver consistent returns to investors.
Based on FMP financials and quantitative analysis
CSCCX Key Highlights
Market capitalization of $1.24B indicates a substantial presence within the small-cap fund category.
- Beta of 1.09 suggests a moderate level of volatility compared to the overall market.
- The fund invests at least 80% of its net assets in small-cap companies, aligning with its stated investment strategy.
- Up to 25% of the fund's net assets can be invested in foreign securities, providing international diversification.
- Absence of dividend yield reflects a focus on capital appreciation rather than income generation.
Who Are CSCCX's Competitors?
CSCCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ABSZX AB Discovery Value Fund | $23.65 | -0.67% | $2.51B | 44 |
| FIDLX Fidelity Advisor Large Cap Fund | $58.01 | +0.92% | $2.23B | 46 |
| FSCRX Fidelity Small Cap Discovery Fund | $26.55 | -1.48% | $2.38B | 44 |
| HSVRX Harbor Small Cap Value Fund | $54.86 | -1.08% | $2.62B | 44 |
| LSSIX Loomis Sayles Small Cap Growth Fund | $33.96 | -1.93% | $2.30B | 44 |
| ASA ASA Gold and Precious Metals Limited | $62.31 | +0.10% | $1.17B | 70 |
| HQH Abrdn Healthcare Investors | $23.84 | -3.33% | $1.36B | 71 |
| AOD Abrdn Total Dynamic Dividend Fund | $10.68 | +0.56% | $1.13B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSCCX's Key Strengths?
Experienced portfolio management team.
- Established track record in small-cap investing.
- Diversified investment approach.
- Access to research and analytical resources.
What Are CSCCX's Weaknesses?
Vulnerability to market volatility, particularly in the small-cap segment.
- Dependence on investment performance to attract and retain assets.
- Limited international exposure compared to some competitors.
- Potential for underperformance relative to the Russell 2000® Index.
What Could Drive CSCCX Stock Higher?
Potential outperformance relative to the Russell 2000® Index due to active stock selection.
- Integration of ESG factors into investment decisions.
- Leveraging fintech solutions to enhance investment analytics.
What Are the Key Risks for CSCCX?
Market volatility, particularly within the small-cap segment.
- Underperformance relative to the Russell 2000® Index.
- Competition from other asset management firms.
- Changes in investor preferences and market trends.
What Are the Growth Opportunities for CSCCX?
- Increased Allocation to High-Growth Small-Cap Stocks: Calvert Small-Cap Fund can enhance returns by strategically increasing its allocation to high-growth small-cap stocks within sectors such as technology, healthcare, and consumer discretionary. These sectors often exhibit higher growth rates compared to the broader market, offering the potential for significant capital appreciation. The fund can identify companies with innovative products, disruptive technologies, and strong competitive advantages, positioning itself to benefit from their growth trajectories. This strategy requires rigorous due diligence and a deep understanding of the small-cap market, but it can lead to substantial outperformance over the long term. Timeline: Ongoing.
- Expansion into Emerging Markets: Calvert Small-Cap Fund can explore opportunities to expand its investments into emerging markets, where small-cap companies often exhibit higher growth potential compared to their developed-market counterparts. Emerging markets offer exposure to rapidly growing economies, increasing consumer spending, and innovative business models. By allocating a portion of its portfolio to emerging-market small-cap stocks, the fund can diversify its geographic exposure and potentially enhance its returns. This strategy requires careful consideration of political and economic risks, as well as a thorough understanding of local market dynamics. Timeline: 2-3 years.
- Adoption of ESG Investing Principles: Calvert Small-Cap Fund can further integrate environmental, social, and governance (ESG) factors into its investment decision-making process. ESG investing is gaining increasing traction among investors, who are seeking to align their investments with their values and contribute to positive social and environmental outcomes. By incorporating ESG criteria into its stock selection process, the fund can identify companies with strong sustainability practices, ethical business conduct, and responsible corporate governance. This strategy can enhance the fund's long-term performance by mitigating risks associated with environmental and social issues, as well as attracting socially conscious investors. Timeline: Ongoing.
- Leveraging Fintech for Enhanced Analytics: Calvert Small-Cap Fund can leverage financial technology (fintech) solutions to enhance its investment analytics and decision-making processes. Fintech tools can provide access to real-time market data, advanced analytical capabilities, and automated trading platforms. By adopting these technologies, the fund can improve its ability to identify investment opportunities, assess risks, and optimize portfolio construction. Fintech can also help the fund to streamline its operations, reduce costs, and enhance its overall efficiency. This strategy requires a commitment to innovation and a willingness to embrace new technologies, but it can provide a significant competitive advantage in the asset management industry. Timeline: 1-2 years.
- Strategic Partnerships with Fintech Companies: Calvert Small-Cap Fund can form strategic partnerships with fintech companies to gain access to innovative investment solutions and expand its distribution channels. Fintech companies are disrupting the asset management industry by offering new ways to invest, manage risk, and engage with clients. By partnering with these companies, the fund can leverage their expertise and technology to enhance its investment offerings and reach a wider audience. Strategic partnerships can also provide the fund with access to new markets, distribution networks, and investment strategies. This strategy requires careful selection of partners and a clear understanding of the potential benefits and risks. Timeline: 2-3 years.
What Threats Does CSCCX Face?
- Increased competition from other asset management firms.
- Changes in investor preferences and market trends.
- Regulatory changes and compliance requirements.
- Economic downturns and market corrections.
What Are CSCCX's Competitive Advantages?
- Established track record in small-cap investing.
- Experienced portfolio management team.
- Brand recognition and reputation within the Calvert Funds family.
- Access to research and analytical resources.
What Does CSCCX Do?
Calvert Small-Cap Fund (CSCCX) is an investment vehicle focused on generating capital appreciation by investing primarily in the common stocks of small-capitalization companies. The fund adheres to a strategy of investing at least 80% of its net assets, including any borrowings for investment purposes, in companies whose market capitalization aligns with the range defined by the Russell 2000® Index at the time of investment. This benchmark serves as the primary universe from which the fund selects its investments. The fund’s investment policy also allows for a degree of international diversification, as it may invest up to 25% of its net assets in foreign securities, providing exposure to potentially high-growth opportunities outside of the domestic market. CSCCX operates within the broader asset management industry, catering to investors seeking exposure to the small-cap segment of the equity market. The fund's investment decisions are guided by a team of experienced portfolio managers who conduct in-depth research and analysis to identify companies with strong growth potential and attractive valuations. The fund's investment approach emphasizes a long-term perspective, focusing on companies with sustainable competitive advantages and the ability to generate consistent earnings growth over time. CSCCX is managed with the goal of providing investors with a diversified portfolio of small-cap stocks that have the potential to outperform the broader market over the long term.
What Products and Services Does CSCCX Offer?
- Invests primarily in common stocks of small-cap companies.
- Tracks companies within the market capitalization range of the Russell 2000® Index.
- Allocates at least 80% of net assets to small-cap stocks.
- May invest up to 25% of net assets in foreign securities.
- Seeks capital appreciation through investments in equity securities.
- Conducts research and analysis to identify promising small-cap companies.
- Manages a diversified portfolio of small-cap stocks.
How Does CSCCX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and investor inflows.
- Expenses include portfolio management costs, operational expenses, and distribution fees.
What Industry Does CSCCX Operate In?
Calvert Small-Cap Fund (CSCCX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Small-cap funds, like CSCCX, cater to investors seeking higher growth potential compared to large-cap stocks, but also come with increased risk. The competitive landscape includes firms like ABSZX, FIDLX, FSCRX, HSVRX, and LSSIX, each offering varying investment strategies and fee structures. Market trends include a growing interest in sustainable investing and the increasing use of technology to enhance investment decision-making.
Who Are CSCCX's Key Customers?
- Individual investors seeking exposure to small-cap stocks.
- Institutional investors looking for diversified investment options.
- Retirement plans and other investment vehicles.
CSCCX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying might signal confidence in the fund's future performance, suggesting those with inside knowledge see potential upside.
- The fund's focus on small-cap companies could lead to outperformance if the market favors smaller, growth-oriented businesses.
- Positive community sentiment indicates a belief in the fund's management and investment strategy, potentially driving further investment.
- The fund's stated commitment to responsible investing could attract investors seeking socially conscious options, increasing demand.
Bear Case
- Negative sentiment within the community could suggest concerns about the fund's recent performance or investment choices.
- Broader market uncertainty and economic headwinds may disproportionately impact small-cap companies, hindering the fund's returns.
- Lack of significant positive news or developments surrounding the fund could lead to stagnation or decreased investor interest.
- Increased competition from other small-cap funds, particularly those with lower expense ratios or stronger track records, may draw investors away.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSCCX Latest News
No recent news available for CSCCX.
CSCCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSCCX.
Price Targets
Wall Street price target analysis for CSCCX.
CSCCX MoonshotScore
What does this score mean?
The MoonshotScore rates CSCCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About CSCCX (Financial Services)
What does Calvert Small-Cap Fund do?
Calvert Small-Cap Fund (CSCCX) is designed to provide investors with exposure to the small-cap segment of the U.S. equity market. The fund primarily invests in the common stocks of small companies, aiming to mirror the market capitalization range of the Russell 2000® Index.
What are the main risks for CSCCX?
The primary risks for Calvert Small-Cap Fund (CSCCX) are related to market volatility, particularly within the small-cap segment, and the potential for underperformance relative to its benchmark index. Small-cap stocks tend to be more volatile than large-cap stocks, making the fund susceptible to greater price fluctuations during market downturns.
What are the key factors to evaluate for CSCCX?
Evaluate CSCCX on fundamentals, analyst consensus, and risk factors. Calvert Small-Cap Fund (CSCCX), with a market capitalization of $1.24B and a beta of 1.09, presents an opportunity for investors seeking exposure to the small-cap equity market. Not financial advice.
How frequently does CSCCX data refresh on this page?
CSCCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CSCCX's recent stock price performance?
Calvert Small-Cap Fund (CSCCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced portfolio management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CSCCX overvalued or undervalued right now?
Calvert Small-Cap Fund (CSCCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CSCCX before investing?
Before investing in Calvert Small-Cap Fund (CSCCX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CSCCX to a portfolio?
Key strength of Calvert Small-Cap Fund (CSCCX): Experienced portfolio management team. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.