Calvert Small-Cap Fund Class A
CCVAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Eric T. McKissack
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Oct 1, 2004
- CIK
- 0001121624
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Small-Cap Fund Class A (CCVAX) is an open-end mutual fund that seeks long-term capital appreciation through investments primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in such small-cap equities, following the Russell 2000 Index, with a strategy emphasizing fundamental research, broad issuer and industry diversification, and responsible investing criteria that incorporate environmental, social, and governance (ESG) factors. It offers multiple share classes, including Class A (CCVAX) with a front-end load of 5.25% and a minimum initial investment of $1,000, alongside Class I and Class R6 shares for eligible institutional investors requiring higher minimums such as $1,000,000 or $5,000,000. Launched on October 1, 2004, the fund is managed by Calvert Research and Management, a leader in responsible and ESG-focused investing with over 40 years of experience, and operates from headquarters at 1825 Connecticut Avenue NW, Suite 400, Washington, DC. As part of Morgan Stanley Investment Management following the 2021 acquisition of Eaton Vance Corp.—which had itself acquired Calvert Investment Management in 2017—the fund benefits from integrated platforms offering a broad range of sustainable mutual funds, separate accounts, and customized ESG solutions across U.S. equity, fixed income, and multi-asset strategies. It targets individual and institutional investors seeking small-blend exposure with responsible investing overlays, with assets allocated predominantly to U.S. stocks (approximately 97.5%), cash (1.5%), and minimal non-U.S. holdings. Recent developments include ongoing enhancements to investment strategies and risk disclosures as outlined in updated advisory documents, reflecting Calvert's sustained focus on ESG integration amid market volatility. The fund maintained a principles-based approach to proxy voting in the 2025 season, aligning with long-term financial and sustainability goals, while attribution analyses as of September 30, 2025, highlighted performance across sectors like consumer discretionary and staples. No major acquisitions, funding rounds, or new product launches specific to CCVAX were reported in 2024-2025, though parent entity Morgan Stanley continues to expand responsible investing capabilities through Calvert's platform.