Calvert Small-Cap Fund Class I
CSVIX
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- Calvert Small-Cap Fund (CSVIX) 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 common stocks of small companies defined by market capitalization within the range of the Russell 2000 Index at the time of purchase; it employs a fundamental research strategy incorporating responsible investing criteria, with broad issuer and industry diversification, and may allocate up to 25% of net assets to foreign securities. Sector allocations emphasize industrials (24.87%), financials (22.72%), technology (14.85%), consumer cyclical (12.94%), and healthcare (11.61%), with top holdings including Commerce Bancshares Inc. (CBSH), Community Financial System Inc. (CBU), and White Mountains Insurance Group Ltd. (WTM); the Fund targets institutional investors with a minimum initial investment of $1.0 million for Class I shares and maintains total assets of approximately $3.0 billion. Calvert Research and Management, the Fund's adviser and a pioneer in responsible investing since its founding in 1976 with headquarters in Washington, DC, manages the Fund and integrates environmental, social, and governance (ESG) factors into its investment process. Sub-advisory services are provided by Atlanta Capital Management Company, LLC, based in Atlanta, Georgia. The Fund operates within the small blend category, focusing on U.S. small-cap equities benchmarked against the Russell 2000 Index, and primarily serves institutional and high-net-worth investors seeking ESG-aligned growth. In recent years, Calvert Research and Management underwent significant ownership changes, including its acquisition by Eaton Vance in 2017, which rebranded the entity from Calvert Investment Management, followed by Morgan Stanley's $7 billion acquisition of Eaton Vance completed on March 1, 2021, integrating Calvert into Morgan Stanley Investment Management and enhancing distribution and research capabilities. These strategic shifts have bolstered the Fund's access to Morgan Stanley's global platform while maintaining its ESG focus; as of September 30, 2025, attribution analyses continue to highlight performance driven by responsible investing and diversification. No major new product launches, partnerships, or reorganizations specific to CSVIX have been reported in the last 1-2 years.