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Calvert Small-Cap I (CSVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.63-0.45 (-1.32%)
At close: 08:00PM EDT

Calvert Small-Cap I

Bethesda, MD 20814

4550 Montgomery Avenue Street 1000n

Calvert Impact Fund Inc

Management information
,Lead manager since 30 December 2016
J. Griffith Noble is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments. Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyCalvert Research and Management
Net assets3.18B
YTD return7.22%
Yield0.30%
Morningstar rating★★★★
Inception date31 Mar 2005

Fund operations

Last dividend0.11
Last cap gain0.00
Holdings turnover44.00%
Average for categoryN/A

Fees and expenses

ExpenseCSVIXCategory average
Annual report expense ratio (net)1.94%1.03%
Prospectus net expense ratio1.94%N/A
Prospectus gross expense ratio1.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A