Calvert Small-Cap R6 (CALRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert Small-Cap R6 (CALRX) trades at $31.93. Calvert Small-Cap R6 is a financial services fund focused on investing in small-cap companies. Sector: Financials.
Price as of · 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.
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 $1.74 billion, 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 $1.74 billion 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 $1.74 billion 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 | MoonshotScore |
|---|---|---|---|---|
| ABSIX AB Discovery Value Fund Class I | $22.33 | +0.81% | $2.40B | — |
| ABSZX AB Discovery Value Fund | $22.28 | +0.77% | $2.36B | — |
| DREVX BNY Mellon Large Cap Securities Fund, Inc. | $21.62 | +0.75% | $2.42B | — |
| HASCX Harbor Small Cap Value Fund Institutional Class | $53.73 | +1.49% | $2.60B | — |
| HISGX Harbor Small Cap Growth Fund Investor Class | $12.64 | +1.20% | $2.79B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -3.1%.
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 · March 2026
CALRX Latest News
No recent news available for CALRX.
CALRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CALRX.
Price Targets
Wall Street price target analysis for CALRX.
CALRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CALRX; grades run from A+ (80-100) to F (below 30).
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 Financials Stock FAQ
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.