Calvert Small-Cap R6 (CALRX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, 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) with AI Score 46/100 (Weak). Calvert Small-Cap R6 is a financial services fund focused on investing in small-cap companies. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Calvert 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.
Investment Thesis
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
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.
Competitors & Peers
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.
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.
Catalysts
- Ongoing: Potential for increased investor interest in small-cap equities.
- Ongoing: Expansion of foreign investments to tap into high-growth international markets.
- Upcoming: Launch of new investment products focused on specific sectors or themes within the small-cap market (within the next 18 months).
- Ongoing: Strategic partnerships and acquisitions to expand reach and capabilities (over the next 3-5 years).
- Ongoing: Increased focus on ESG investing to attract socially responsible investors.
Risks
- Potential: Economic downturns and market volatility impacting small-cap performance.
- Ongoing: Increased competition from other asset management firms.
- Potential: Changes in regulatory requirements impacting investment strategies.
- Ongoing: Fluctuations in currency exchange rates affecting foreign investments.
- Potential: Interest rate hikes by the Federal Reserve could dampen investor sentiment.
Growth Opportunities
- 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.
Opportunities
- Expansion of foreign investments to tap into high-growth international markets.
- Enhanced marketing and distribution efforts to attract new investors.
- Development of new investment products focused on specific sectors or themes.
- Increased focus on ESG investing to attract socially responsible investors.
Threats
- 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.
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.
About CALRX
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 They Do
- 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.
Business Model
- 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.
Industry Context
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.
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.
Financials
Chart & Info
Calvert Small-Cap R6 (CALRX) stock price: Price data unavailable
Latest News
No recent news available for 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.
MoonshotScore
What does this score mean?
The MoonshotScore rates CALRX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
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 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. Additionally, the fund has the flexibility to invest up to 25% of its net assets in foreign securities, enhancing diversification and potential returns. The fund generates revenue through management fees based on assets under management.
What do analysts say about CALRX stock?
AI analysis is pending for CALRX. Generally, small-cap funds are evaluated based on their ability to generate returns relative to their benchmark, in this case, the Russell 2000® Index. Key valuation metrics include the fund's expense ratio, turnover rate, and historical performance. Growth considerations include the fund's ability to attract new investors and effectively manage risk. Analyst ratings and price targets are not available at this time.
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. Additionally, interest rate hikes by the Federal Reserve could dampen investor sentiment and impact the fund's performance.
What are the key factors to evaluate for CALRX?
Calvert Small-Cap R6 (CALRX) currently holds an AI score of 46/100, indicating low score. Key strength: Focus on small-cap companies provides exposure to high-growth potential.. Primary risk to monitor: Potential: Economic downturns and market volatility impacting small-cap performance.. This is not financial advice.
How frequently does CALRX data refresh on this page?
CALRX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven CALRX's recent stock price performance?
Recent price movement in Calvert Small-Cap R6 (CALRX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Focus on small-cap companies provides exposure to high-growth potential.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider CALRX overvalued or undervalued right now?
Determining whether Calvert Small-Cap R6 (CALRX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying CALRX?
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) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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.