NASDAQ · Asset Management

Calvert Small-Cap Fund Class I (CSVIX) Stock

$34.40 -0.55% NASDAQ: CSVIX Financial Services

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment.

Valuation

MetricValue
Price$34.40
Market Cap$1.29B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$37.59
52-Week Low$29.29
Dividend Yield12.02%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y8.45%
Return 3Y20.04%
Return 5Y16.08%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ABSZXAB Discovery Value Fund $24.27 +0.79% $2.58B 5.36%
FIDLXFidelity Advisor Large Cap Fund $58.01 +0.92% $2.23B 5.88%
FSCRXFidelity Small Cap Discovery $27.36 +1.86% $2.45B 5.16%
HSVRXHarbor Small Cap Value Admin $56.19 +0.12% 23.34 $2.69B 2.15%
LSSIXLoomis Sayles Small Cap Growth Fund $34.70 +0.99% $2.35B 6.24%

About Calvert Small-Cap Fund Class I

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Calvert Small-Cap Fund Class I is headquartered in US.

Calvert Small-Cap Fund Class I (CSVIX) stock trades at $34.40 with a market capitalization of $1.29B. Over the past 52 weeks the stock has ranged between $29.29 and $37.59, and currently trades 8.5% below its 52-week high. It pays a dividend yielding 12.02%.

Official website: www.cavanalhill.com

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNasdaq High ROE StocksAll stock screens
Run Stock Screener Investing Guides