Calvert Small-Cap R6 (CALRX) 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 R6 (CALRX) trades at $33.62 with AI Score 46/100 (Grade C). Calvert Small-Cap R6 is a financial services fund focused on investing in small-cap companies. Market cap: $1.28B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for CALRX: CALRX 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 CALRX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CALRX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Calvert Small-Cap R6 (CALRX) Financial Services Profile
Calvert Small-Cap R6 is an asset management fund specializing in small-cap companies, primarily mirroring the Russell 2000® Index. With a market capitalization of $1.28B, the fund strategically allocates investments, including up to 25% in foreign securities, to achieve diversified growth within the financial services sector.
What Is the Investment Thesis for CALRX?
Calvert Small-Cap R6 presents an investment opportunity within the asset management sector, primarily targeting small-cap companies. With a market capitalization of $1.28B and a beta of 1.09, the fund offers exposure to a segment of the market that can provide growth potential. A key value driver is the fund's alignment with the Russell 2000® Index, offering investors a benchmark-driven approach to small-cap investing. The ability to invest up to 25% of its net assets in foreign securities provides diversification and potential for enhanced returns. However, the absence of a dividend yield may deter some investors. Ongoing monitoring of the fund's performance relative to the Russell 2000® Index and its ability to generate returns from its foreign investments will be crucial.
Based on FMP financials and quantitative analysis
CALRX Key Highlights
Market capitalization of $1.28B indicates a significant presence in the small-cap investment space.
- Beta of 1.09 suggests a moderate level of volatility compared to the overall market.
- Investment strategy focused on small-cap companies aligned with the Russell 2000® Index provides a benchmark-driven approach.
- Allocation of up to 25% of net assets in foreign securities offers diversification benefits.
- Absence of dividend yield may impact investor preferences for income-generating assets.
Who Are CALRX's Competitors?
CALRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ABSIX AB Discovery Value Fund Class I | $23.70 | -0.71% | $2.55B | 46 |
| ABSZX AB Discovery Value Fund | $23.65 | -0.67% | $2.51B | 44 |
| DREVX BNY Mellon Large Cap Securities Fund, Inc. | $21.11 | -1.08% | $2.37B | 44 |
| HASCX Harbor Small Cap Value Fund Institutional Class | $55.72 | -1.78% | $2.69B | 47 |
| HISGX Harbor Small Cap Growth Fund Investor Class | $13.40 | -1.47% | $2.95B | 44 |
| HQH Abrdn Healthcare Investors | $23.84 | -3.33% | $1.36B | 71 |
| ASA ASA Gold and Precious Metals Limited | $62.31 | +0.10% | $1.17B | 70 |
| 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 CALRX's Key Strengths?
Focus on small-cap companies provides exposure to high-growth potential.
- Alignment with the Russell 2000® Index offers a benchmark-driven approach.
- Ability to invest in foreign securities enhances diversification.
- Established presence in the asset management industry.
What Are CALRX's Weaknesses?
Absence of dividend yield may deter some investors.
- Performance is subject to market fluctuations and small-cap volatility.
- Limited differentiation from other small-cap investment funds.
- Reliance on the performance of the Russell 2000® Index.
What Could Drive CALRX Stock Higher?
Potential for increased investor interest in small-cap equities.
- Expansion of foreign investments to tap into high-growth international markets.
- Launch of new investment products focused on specific sectors or themes within the small-cap market (within the next 18 months).
- Strategic partnerships and acquisitions to expand reach and capabilities (over the next 3-5 years).
- Increased focus on ESG investing to attract socially responsible investors.
What Are the Key Risks for CALRX?
Economic downturns and market volatility impacting small-cap performance.
- Increased competition from other asset management firms.
- Changes in regulatory requirements impacting investment strategies.
- Fluctuations in currency exchange rates affecting foreign investments.
- Interest rate hikes by the Federal Reserve could dampen investor sentiment.
What Are the Growth Opportunities for CALRX?
- Expansion of foreign investments: Calvert Small-Cap R6 has the opportunity to increase its allocation to foreign securities, up to the 25% limit, to tap into high-growth international markets. This strategy can enhance returns and diversify risk. The global small-cap market is estimated to reach $10 trillion by 2028, presenting a significant growth opportunity. This expansion can be implemented over the next 2-3 years.
- Enhanced marketing and distribution: The fund can enhance its marketing and distribution efforts to attract new investors and increase assets under management. This includes leveraging digital channels, partnerships with financial advisors, and targeted advertising campaigns. The asset management industry is increasingly competitive, and effective marketing is crucial for growth. This initiative can be launched within the next year.
- Development of new investment products: Calvert Small-Cap R6 can develop new investment products focused on specific sectors or themes within the small-cap market. This includes ESG-focused funds, technology-focused funds, or healthcare-focused funds. This diversification can attract a wider range of investors and enhance the fund's growth potential. New product development can be initiated within the next 18 months.
- Strategic partnerships and acquisitions: The fund can explore strategic partnerships or acquisitions to expand its reach and capabilities. This includes partnering with other asset management firms, acquiring smaller funds, or integrating new technologies. Strategic partnerships can provide access to new markets and expertise. These opportunities can be evaluated and pursued over the next 3-5 years.
- Increased focus on ESG investing: Calvert Small-Cap R6 can increase its focus on environmental, social, and governance (ESG) investing to attract socially responsible investors. This includes integrating ESG factors into its investment process, developing ESG-focused investment products, and promoting its ESG credentials. The ESG investing market is growing rapidly, presenting a significant opportunity for the fund. This can be implemented immediately and expanded over time.
What Are CALRX's Competitive Advantages?
- Established investment strategy focused on small-cap companies.
- Alignment with the Russell 2000® Index provides a benchmark-driven approach.
- Ability to invest in foreign securities offers diversification benefits.
What Does CALRX Do?
Calvert Small-Cap R6 is an asset management fund dedicated to investing in small-cap companies. The fund's investment strategy revolves around allocating at least 80% of its net assets, inclusive of borrowings for investment purposes, into the common stocks of small companies. These small companies are defined as those whose market capitalization aligns with the range of the Russell 2000® Index at the time of investment. This focus allows the fund to tap into the growth potential of emerging businesses while maintaining a diversified portfolio. In addition to its core focus on domestic small-cap stocks, Calvert Small-Cap R6 has the flexibility to invest up to 25% of its net assets in foreign securities. This international exposure provides an opportunity to enhance returns and diversify risk by participating in global markets. The fund operates within the broader asset management industry, catering to investors seeking exposure to small-cap equities with a blend of domestic and international investments. Calvert Small-Cap R6 aims to provide investors with a diversified portfolio of small-cap stocks, offering exposure to a segment of the market often overlooked by larger funds. The fund's investment strategy is designed to align with the performance of the Russell 2000® Index, providing investors with a benchmark-driven approach to small-cap investing.
What Products and Services Does CALRX Offer?
- Invests primarily in common stocks of small-cap companies.
- Tracks companies within the market capitalization range of the Russell 2000® Index.
- Allocates a portion of assets to foreign securities for diversification.
- Manages a portfolio of small-cap equities.
- Provides investors with exposure to the small-cap market segment.
- Aims to achieve returns aligned with the Russell 2000® Index.
How Does CALRX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in small-cap companies and aims to generate capital appreciation.
- Allocates a portion of assets to foreign securities for diversification and potential returns.
What Industry Does CALRX Operate In?
Calvert Small-Cap R6 operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund's focus on small-cap companies aligns with the broader trend of investors seeking growth opportunities in emerging businesses. The competitive landscape includes other asset management firms offering similar small-cap investment products. The ability to generate consistent returns and effectively manage risk are critical success factors in this industry. The asset management industry is subject to regulatory oversight and market fluctuations, impacting fund performance and investor sentiment.
Who Are CALRX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors looking for diversified investment strategies.
- Financial advisors seeking investment solutions for their clients.
How Calvert Small-Cap R6 Is Valued
Calvert Small-Cap R6 carries a market capitalization of $1.28B, placing it in the small-cap category. Relative to its peer group, CALRX's quantitative score of 46/100 is roughly in line with the peer average of 45/100.
Key Financial Metrics
Return on equity for Calvert Small-Cap R6 stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CALRX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CALRX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap companies provides exposure to high-growth potential.
- Alignment with the Russell 2000® Index offers a benchmark-driven approach.
- Ability to invest in foreign securities enhances diversification.
- Established presence in the asset management industry.
Bear Case
- Absence of dividend yield may deter some investors.
- Performance is subject to market fluctuations and small-cap volatility.
- Limited differentiation from other small-cap investment funds.
- Reliance on the performance of the Russell 2000® Index.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CALRX Latest News
No recent news available for CALRX.
CALRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CALRX.
Price Targets
Wall Street price target analysis for CALRX.
CALRX MoonshotScore
What does this score mean?
The MoonshotScore rates CALRX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Calvert Small-Cap R6 ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. For CALRX, as an ADR, it simplifies investment for U.S. investors by allowing them to invest in a fund with exposure to foreign markets without the complexities of direct foreign investment.
- Home Market Ticker: Bethesda, US
- ADR Level: 2
- ADR Ratio: 1:1
CALRX Financial Services Stock FAQ
What does the AI Score mean for CALRX?
CALRX holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Calvert Small-Cap R6 is a financial services fund focused on investing in small-cap companies. The fund aims to mirror the Russell 2000® Index, allocating a portion of its assets to foreign …
What does Calvert Small-Cap R6 do?
Calvert Small-Cap R6 is an asset management fund that primarily invests in the common stocks of small-cap companies. The fund aims to mirror the performance of the Russell 2000® Index, providing investors with exposure to a diversified portfolio of small-cap equities.
What are the main risks for CALRX?
The main risks for Calvert Small-Cap R6 include economic downturns and market volatility, which can significantly impact the performance of small-cap companies. Increased competition from other asset management firms offering similar products also poses a risk. Changes in regulatory requirements and fluctuations in currency exchange rates can affect the fund's investment strategies and returns.
What are the key factors to evaluate for CALRX?
Calvert Small-Cap R6 (CALRX) holds an AI score of 46/100 (low). Calvert Small-Cap R6 presents an investment opportunity within the asset management sector, primarily targeting small-cap companies. Not financial advice.
How frequently does CALRX data refresh on this page?
CALRX'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 CALRX's recent stock price performance?
Calvert Small-Cap R6 (CALRX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on small-cap companies provides exposure to high-growth potential. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CALRX overvalued or undervalued right now?
Calvert Small-Cap R6 (CALRX) 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 CALRX before investing?
Before investing in Calvert Small-Cap R6 (CALRX), 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 CALRX to a portfolio?
Key strength of Calvert Small-Cap R6 (CALRX): Focus on small-cap companies provides exposure to high-growth potential. 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.
- Financial data is based on available information and may be subject to change.
- AI analysis is pending and will provide further insights into the company.