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CCRSX

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Analysis and statistics

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About

CCRSX.US represents the Calvert Small Cap Responsible Index Fund Class R6. This mutual fund is designed to track the performance of the Calvert Small Cap Responsible Index, which focuses on small-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria. It aims to provide investors with exposure to smaller companies while promoting responsible investing principles.
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Factors

Please focus on factors specifically relevant to CCRSX, which is Columbia Contrarian Core Fund. Market Conditions: Broad market trends and investor sentiment influence overall fund performance.

Interest Rates: Rising interest rates can impact bond values within the fund's fixed income holdings.

Credit Spreads: Widening credit spreads negatively affect lower-rated corporate bonds in the portfolio.

Fund Management: The skill and strategy of the fund managers directly impact investment decisions.

Expense Ratio: The fund's expense ratio reduces the net return to investors.

Fund Flows: Large inflows or outflows can force the fund to buy or sell assets, affecting prices.

Underlying Holdings: Performance of individual stocks and bonds within the fund portfolio matters.

Contrarian Strategy: The success of the fund's contrarian investment approach influences returns.

Economic Indicators: Economic data releases impact market expectations and asset valuations.

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