Mutual Fund Insights: Calvert Small Cap Value C Fund (CSCCX)

In-depth Analysis of Calvert Small Cap Value C (CSCCX)

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See Calvert Small Cap Value C Fund (CSCCX) performance details as of October 31, 2009

  

Last Trade: $13.19 on 11/20/2009, Change: -0.07 (-0.53%)

  

Fund Manager - Eric T. McKissack

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: E (Score: 0.3)     (What does this score mean?)

Eric T. McKissack is a Founding Principal, and serves as the chief executive officer and chief investment officer of Channing Capital Management, LLC. Eric T. McKissack has over 25 years of investment experience. Eric T. McKissack was formerly vice-chairman and co-chief investment officer of Ariel Capital Management, a Chicago-based investment management firm with over $10 billion in assets under management in 2003, specializing in equities.

  

Performance	Management Fee	Turnover rate
CSCCX: 7.51% , -9.54% , -2.74% Category Average: 11.45% , -8.46% , 0.52%	CSCCX: 2.69% Category Average: 1.40%	CSCCX: 62.00% Category Average: 92.45%

See Calvert Small Cap Value C Fund (CSCCX) performance details as of October 31, 2009

  

 What we like about Calvert Small Cap Value C Fund (CSCCX)

Data for Calvert Small Cap Value C Fund (CSCCX) as of October 31, 2009

• Calvert Small Cap Value C Fund (CSCCX) management has been with Calvert Small Cap Value C Fund for 5.1 years
• Calvert Small Cap Value C Fund (CSCCX) has an annual stock turnover rate of 62.00% vs Small Blend average of 92.45%. It is good that Calvert Small Cap Value C management does not trade extensively for its return.
• Calvert Small Cap Value C Fund (CSCCX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.99, lower than category average of 24.84

  

 What we are cautious about Calvert Small Cap Value C Fund (CSCCX)

Data for Calvert Small Cap Value C Fund (CSCCX) as of October 31, 2009

• Calvert Small Cap Value C Fund is a focused fund with 31.87% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Calvert Small Cap Value C Fund (CSCCX) has a less-than-ideal short-term performance (1-year return 7.51% vs 11.45% Small Blend category average)
• Calvert Small Cap Value C Fund (CSCCX) has a less-than-ideal mid-term performance (3-year return -9.54% vs -8.46% Small Blend category average)
• Calvert Small Cap Value C Fund (CSCCX) has a less-than-ideal Long-term performance (5-year return -2.74% vs 0.52% Small Blend category average)
• Calvert Small Cap Value C Fund (CSCCX) ratio of up-years vs down years can be improved
• Calvert Small Cap Value C Fund (CSCCX) has a Morningstar rating of 3 and below
• Calvert Small Cap Value C Fund (CSCCX) is less safe compared to its Small Blend peers
• Calvert Small Cap Value C Fund (CSCCX) does not have a good risk adjusted return as its 3-year Alpha of -1.99 is worse than category average of 1.01, and its 3-year Sharpe ratio is -0.45
• Calvert Small Cap Value C Fund (CSCCX) has a higher management fee of 2.69% than its Small Blend average of 1.40%
• Calvert Small Cap Value C Fund (CSCCX) carries a front-end load of % and 1.00% backend load

  

  

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Calvert Small Cap Value C Fund (CSCCX) Net Asset

Track net asset change of Calvert Small Cap Value C fund (CSCCX)

Date	Net Asset
10/2009	$1.89M
09/2009	$1.89M
08/2009	$1.77M

More historic net asset information on Calvert Small Cap Value C Fund (CSCCX)

  

Calvert Small Cap Value C Fund (CSCCX) Portfolio Allocation

Track portfolio allocation change of Calvert Small Cap Value C fund (CSCCX)

Date	Cash	Stock	Bond	Other
09/2009	3.84%	96.16%	0%	0%
07/2009	0.59%	96.32%	3.09%	0%
06/2009	3.91%	96.09%	0%	0%

Click here to see more historic asset allocation information on Calvert Small Cap Value C Fund (CSCCX)

  

Most Recent Top 10 Holdings in Calvert Small Cap Value C Fund (CSCCX)

Discover what Calvert Small Cap Value C Fund (CSCCX) manager is buying

30-Sep-09 PHILLIPS VAN HEUSEN [3.72%] Littelfuse, Inc. [3.33%] Plexus Corp. [3.28%] IDEX CP [3.26%] WADDELL&REED FIN INC [3.26%] The Middleby Corporation [3.16%] HANOVER INSURANCE GR [3.07%] ANIXTER INTL INC [3.02%] AIRGAS INC [2.93%] ACUITY BRANDS INC [2.84%]

31-Jul-09 WADDELL&REED FIN INC [3.47%] Plexus Corp. [3.42%] IDEX CP [3.4%] REGAL BELOITE CP [3.3%] PHILLIPS VAN HEUSEN [3.29%] Littelfuse, Inc. [3.17%] TREEHOUSE FOODS INC. [3.13%] HANOVER INSURANCE GR [3.12%] FHLBA [3.09%] AFFILIATED MGRS GRP [3.04%]

30-Jun-09 BRINKS COMPANY [3.64%] WADDELL&REED FIN INC [3.51%] IDEX CP [3.33%] HANOVER INSURANCE GR [3.29%] ANIXTER INTL INC [3.29%] Plexus Corp. [3.2%] STIFEL FINANCIAL CP [3.16%] REGAL BELOITE CP [3.08%] OWENS AND MINOR INC [3.04%]

Click here for Stock Holding Change Map in Calvert Small Cap Value C Fund (CSCCX)

  

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Unique Method to Discover Best Fund Managers with Proven Results

Financial Optimization through Technology Innovation

• Fund Mojo Score is 0.75 (A+) and above
• Fund Manager has been with the fund for more than 5 years
• Key performances (1-year, 3-year and 5-year performance) beat its category peers
• 5-year return is positive
• Initial investment requirement is less or equal to $10,000

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