Calvert Small-Cap R6
CALRX
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- Calvert Small-Cap Fund Class R6 (CALRX) is an open-end mutual fund that seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies, normally investing at least 80% of its net assets, including borrowings for investment purposes, in such securities. The fund emphasizes responsible investing principles, integrating environmental, social, and governance (ESG) factors in its security selection and portfolio construction processes across sectors such as industrials, financial services, technology, consumer cyclical, and healthcare. It offers Class R6 shares exclusively to eligible investors meeting a minimum initial investment of $5,000,000 or qualifying employer-sponsored employee benefit plans, with a net expense ratio of 0.86% and total net assets exceeding $2.5 billion. The fund, launched on February 1, 2019, is managed by Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management headquartered in Washington, D.C., with roots in responsible investing dating back to 1982. Portfolio managers Michael McLean and J. Griffith Noble, in place since December 31, 2016, oversee a diversified portfolio of approximately 68 holdings, with top positions including Commerce Bancshares Inc., Core & Main Inc., and CBIZ Inc. Operations focus on the U.S. market, targeting small-cap blend strategies within the Morningstar Small Blend category. Recent developments include integration under Morgan Stanley Investment Management following Eaton Vance's 2019 acquisition of Calvert's business assets, enhancing its responsible investing platform with active and passive strategies across equity, income, and multi-asset classes. In 2024, Calvert Research and Management announced its first contribution from Morgan Stanley Investment Management to support impact initiatives, alongside ongoing portfolio adjustments amid market volatility, such as a 52-week high of $38.56 in January 2025 and low of $31.33 in April 2025. No major acquisitions, new product launches, or strategic shifts specific to CALRX were reported in the last 1-2 years, with the fund maintaining its core small-cap U.S. equity focus.