Calvert Small-Cap Fund (CSVIX)
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 (CSVIX) trades at $33.64 with AI Score 46/100 (Grade C). Calvert Small-Cap Fund (CSVIX) invests primarily in small-cap stocks within the Russell 2000® Index range. Market cap: $1.43B, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for CSVIX: CSVIX 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 CSVIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CSVIX: the 1 perspectives are evenly split.
How is this calculated? →Calvert Small-Cap Fund (CSVIX) Financial Services Profile
Calvert Small-Cap Fund (CSVIX) is a financial services fund focused on investing in small-cap companies, mirroring the Russell 2000® Index. With a market capitalization of $1.43B and a beta of 1.09, the fund offers exposure to the small-cap equity market, with the flexibility to invest a portion of its assets in foreign securities.
What Is the Investment Thesis for CSVIX?
Calvert Small-Cap Fund (CSVIX), with a market capitalization of $1.43B and a beta of 1.09, offers exposure to the small-cap equity market. The fund's investment strategy, which focuses on companies within the Russell 2000® Index range, aims to capture the growth potential of smaller companies. A key value driver is the fund's ability to allocate up to 25% of its assets to foreign securities, providing diversification benefits. Ongoing catalysts include the potential for small-cap companies to outperform during economic expansions. A potential risk is the fund's sensitivity to market volatility, as reflected in its beta, which could lead to fluctuations in performance. The fund's success depends on its ability to identify and invest in high-growth small-cap companies while effectively managing risk.
Based on FMP financials and quantitative analysis
CSVIX Key Highlights
- The fund invests at least 80% of its net assets in common stocks of small companies.
- The fund defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment.
- The fund may invest up to 25% of its net assets in foreign securities.
- The fund's market capitalization is $1.73 billion.
- The fund has a beta of 1.09, indicating its volatility relative to the market.
Who Are CSVIX's Competitors?
CSVIX 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 | +0.30% | $2.45B | 44 |
| FIDLX Fidelity Advisor Large Cap Fund | $58.01 | +0.92% | $2.23B | 46 |
| FSCRX Fidelity Small Cap Discovery Fund | $26.60 | -1.85% | $2.25B | 44 |
| HSVRX Harbor Small Cap Value Fund | $55.13 | -2.48% | $2.48B | 44 |
| LSSIX Loomis Sayles Small Cap Growth Fund | $35.14 | -1.32% | $2.14B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSVIX's Key Strengths?
- Exposure to the growth potential of small-cap companies.
- Ability to invest in foreign securities for diversification.
- Experienced portfolio management team.
- Established track record in small-cap investing.
What Are CSVIX's Weaknesses?
- Sensitivity to market volatility.
- Dependence on the performance of small-cap stocks.
- Potential for underperformance compared to larger-cap indices.
- Limited control over the performance of underlying companies.
What Could Drive CSVIX Stock Higher?
- Potential for small-cap companies to outperform during economic expansions.
- Increased investor interest in ESG investing, attracting socially conscious investors.
- Expansion into new distribution channels, increasing reach and accessibility.
What Are the Key Risks for CSVIX?
- Sensitivity to market volatility, leading to fluctuations in performance.
- Dependence on the performance of small-cap stocks, which can be more volatile than larger-cap stocks.
- Economic downturns and market corrections, negatively impacting investment returns.
- Increased competition from other asset management firms, potentially reducing market share.
What Are the Growth Opportunities for CSVIX?
- Increased Allocation to Foreign Securities: CSVIX has the flexibility to invest up to 25% of its net assets in foreign securities. By strategically increasing its allocation to international markets, the fund can tap into growth opportunities in emerging economies and diversify its portfolio. The global small-cap market is estimated to be worth trillions of dollars, offering a vast universe of investment options. This strategy can enhance the fund's returns and reduce its overall risk profile. Timeline: Ongoing.
- Enhanced Focus on ESG Investing: As an environmentally and socially responsible fund, CSVIX can further integrate ESG (Environmental, Social, and Governance) factors into its investment decision-making process. By identifying and investing in companies with strong ESG profiles, the fund can attract socially conscious investors and potentially generate higher returns. The market for ESG investments is growing rapidly, with trillions of dollars in assets under management. Timeline: Ongoing.
- Expansion into New Distribution Channels: CSVIX can expand its distribution channels by partnering with financial advisors, wealth management firms, and online brokerage platforms. By increasing its reach and accessibility, the fund can attract a wider range of investors and grow its asset base. The market for investment products is highly competitive, with numerous distribution channels available. Timeline: Ongoing.
- Development of New Investment Products: CSVIX can develop new investment products that cater to specific investor needs and preferences. For example, the fund could launch a thematic fund focused on a particular sector or investment style. By diversifying its product offerings, the fund can attract new investors and increase its market share. The market for investment products is constantly evolving, with new trends and opportunities emerging. Timeline: Ongoing.
- Leveraging Technology and Data Analytics: CSVIX can leverage technology and data analytics to improve its investment decision-making process and enhance its operational efficiency. By using advanced analytics tools, the fund can identify investment opportunities, manage risk, and optimize its portfolio performance. The market for financial technology is growing rapidly, with numerous innovative solutions available. Timeline: Ongoing.
What Opportunities Does CSVIX Have?
- Increased allocation to foreign securities.
- Enhanced focus on ESG investing.
- Expansion into new distribution channels.
- Development of new investment products.
What Threats Does CSVIX Face?
- Economic downturns and market corrections.
- Increased competition from other asset management firms.
- Changes in investor sentiment and preferences.
- Regulatory changes and compliance requirements.
What Are CSVIX's Competitive Advantages?
- Established track record in small-cap investing.
- Experienced portfolio management team.
- Ability to invest in foreign securities for diversification.
- Adherence to specific investment guidelines and risk management practices.
What Does CSVIX Do?
Calvert Small-Cap Fund (CSVIX) is an actively managed fund that focuses on investing in small-capitalization companies. The fund's investment strategy centers around identifying and investing in companies whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. This benchmark serves as a guide for the fund's allocation to small-cap stocks. The fund was created to provide investors with exposure to the growth potential of smaller companies while maintaining a diversified portfolio. CSVIX can invest up to 25% of its net assets in foreign securities, providing an avenue for international diversification. The fund's primary objective is to achieve long-term capital appreciation by strategically allocating its assets within the small-cap market. The fund operates under specific guidelines, ensuring that at least 80% of its net assets are invested in the common stocks of small companies. This commitment underscores the fund's focus on 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 promising investment opportunities. The fund's investment approach considers various factors, including the company's financial performance, growth prospects, competitive positioning, and management quality. CSVIX aims to deliver competitive returns to its investors by capitalizing on the growth potential of small-cap companies while adhering to its investment guidelines and risk management practices.
What Products and Services Does CSVIX Offer?
- Invests primarily in common stocks of small companies.
- Defines small companies as those within the Russell 2000® Index market capitalization range.
- May invest up to 25% of net assets in foreign securities.
- Aims for long-term capital appreciation.
- Manages a diversified portfolio of small-cap stocks.
- Conducts in-depth research and analysis to identify promising investments.
- Adheres to specific investment guidelines and risk management practices.
How Does CSVIX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM is influenced by investment performance and investor inflows.
- Investment decisions are guided by a team of experienced portfolio managers.
- The fund aims to deliver competitive returns to its investors.
What Industry Does CSVIX Operate In?
Calvert Small-Cap Fund (CSVIX) operates within the asset management industry, which is characterized by a diverse range of investment strategies and fund offerings. The industry is influenced by market trends, economic conditions, and investor sentiment. The competitive landscape includes various asset management firms, each with its own investment philosophy and expertise. CSVIX differentiates itself by focusing on small-cap companies and allocating a portion of its assets to foreign securities. The asset management industry is expected to grow in the coming years, driven by increasing demand for investment products and services. The fund's success depends on its ability to attract and retain investors while delivering competitive returns.
Who Are CSVIX's Key Customers?
- Individual investors seeking exposure to small-cap stocks.
- Institutional investors looking for diversified investment options.
- Financial advisors recommending investment products to their clients.
- Retirement plans and other investment vehicles.
Calvert Small-Cap Fund (CSVIX) Valuation Context
Relative to its peer group, CSVIX's quantitative score of 46/100 is roughly in line with the peer average of 44/100.
CSVIX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's future performance, indicating a positive outlook from those closest to the company.
- Community sentiment has shifted positively, with discussions highlighting the fund's solid management and strategic investments in small-cap growth.
- The recent market environment has favored small-cap stocks, which could lead to increased interest and inflows into the fund.
- Analysts are noting a potential rebound in small-cap valuations, which may benefit the fund's holdings and overall performance.
Bear Case
- Concerns about rising interest rates could impact small-cap stocks more severely, leading to hesitance among investors.
- Recent social sentiment has shown mixed feelings, with some community members expressing doubts about the fund's ability to outperform larger competitors.
- Increased volatility in the market may deter risk-averse investors from committing to small-cap investments, affecting fund inflows.
- Some analysts have pointed out that the fund's past performance has not consistently met benchmarks, raising questions about its long-term viability.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSVIX Latest News
No recent news available for CSVIX.
CSVIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSVIX.
Price Targets
Wall Street price target analysis for CSVIX.
CSVIX MoonshotScore
What does this score mean?
The MoonshotScore rates CSVIX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Calvert Small-Cap Fund Financial Services Stock: Key Questions Answered
What does Calvert Small-Cap Fund do?
Calvert Small-Cap Fund (CSVIX) is an investment fund that focuses on investing in small-capitalization companies. The fund's primary objective is to achieve long-term capital appreciation by strategically allocating its assets within the small-cap market. CSVIX invests at least 80% of its net assets in common stocks of small companies, defined as those whose market capitalization falls within the range of the Russell 2000® Index. The fund may also invest up to 25% of its net assets in foreign securities, providing an avenue for international diversification and exposure to global small-cap opportunities.
What are the main risks for CSVIX?
The main risks for Calvert Small-Cap Fund (CSVIX) include market volatility, particularly in the small-cap segment, which can lead to fluctuations in the fund's performance. The fund's dependence on the performance of small-cap stocks exposes it to the risk of underperformance compared to larger-cap indices. Economic downturns and market corrections can negatively impact investment returns. Increased competition from other asset management firms and changes in investor sentiment also pose risks. Regulatory changes and compliance requirements can add to the fund's operational costs and complexity.
What are the key factors to evaluate for CSVIX?
Calvert Small-Cap Fund (CSVIX) holds an AI score of 46/100 (low). Not financial advice.
How frequently does CSVIX data refresh on this page?
CSVIX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CSVIX's recent stock price performance?
Calvert Small-Cap Fund (CSVIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Exposure to the growth potential of small-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CSVIX overvalued or undervalued right now?
Valuing Calvert Small-Cap Fund (CSVIX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CSVIX?
Before investing in Calvert Small-Cap Fund (CSVIX), 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).
Why might investors consider adding CSVIX to a portfolio?
Key strength of Calvert Small-Cap Fund (CSVIX): Exposure to the growth potential of small-cap companies. 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 should not be considered investment advice.
- Investment decisions should be made after consulting with a qualified financial advisor.