Calvert Management Series - Calvert Global Small-Cap Equity Fund
ESVIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Eaton Vance Management
- IPO Date
- Oct 1, 2009
- CIK
- 0000745463
- Similar Companies
- Business
- Eaton Vance Tax-Managed Small-Cap Fund Class I (ESVIX) is a mutual fund that seeks long-term capital appreciation after taxes by investing primarily in a diversified portfolio of small-cap value stocks selected through a bottom-up fundamental research process; it employs tax-management strategies including tax-loss harvesting, qualified dividend optimization, and holding periods to minimize capital gains distributions and enhance after-tax returns for shareholders. The fund offers Class I shares with a minimum initial investment of $1,000,000, targeting institutional and high-net-worth investors seeking tax-efficient exposure to U.S. small-cap equities across sectors such as financials, industrials, information technology, health care, and materials. Managed by Eaton Vance Management, a Boston-based investment firm founded in 1924 and now part of Morgan Stanley Investment Management, the fund operates principally in the United States with a focus on companies exhibiting attractive valuations, improving fundamentals, and effective capital allocation. Core holdings typically feature 100-150 small-cap value stocks, emphasizing quality companies with high or improving business quality as determined by the portfolio management team, which conducts approximately 1,000 company meetings annually to build high-conviction positions; sector allocations as of recent reports include financials at around 20-25%, industrials at 15-20%, and others varying with market conditions. The fund complements broader equity portfolios by providing tax-aware small-cap value diversification, with performance measured against benchmarks like the Russell 2000 Value Index. In recent developments, Eaton Vance, through its affiliates, has expanded ESG-integrated offerings by transferring certain small-cap strategies to Calvert Research and Management in 2023, including the Calvert Global Small-Cap Equity Fund (formerly Eaton Vance Global Small-Cap Equity Fund under ticker ESVIX prior to rebranding), which now incorporates financially material ESG factors in security selection while maintaining long-term total return objectives; additionally, related Eaton Vance funds such as the Strategic Income Fund underwent a name change and strategy broadening in January 2024, and Parametric Portfolio Associates announced new strategy additions to its Custom Active Partner Network in December 2025, reflecting ongoing evolution within Morgan Stanley Investment Management's equity and multi-asset platforms. No major acquisitions, funding rounds, or reorganizations specific to the Tax-Managed Small-Cap Value strategy were reported in the last 1-2 years, though the firm's integration into Morgan Stanley since 2021 has enhanced distribution and research capabilities across global small-cap mandates.