Calvert Small-Cap Fund (CSCCX) Fund Overview

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 $1.72 billion 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 $1.72 billion 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.

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 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 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

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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