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CSVYX

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Analysis and statistics

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About

CSVYX.US refers to the Calvert Small Cap Value Fund Class Y, a mutual fund offered by Calvert Research and Management. This fund aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of small-cap U.S. companies that are undervalued based on factors such as price-to-earnings ratio, price-to-book ratio, and dividend yield. The fund incorporates environmental, social, and governance (ESG) factors into its investment process. It is important to note that the fund's performance is not guaranteed and is subject to market risks associated with small-cap investing and value strategies.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices, as newer bonds offer higher yields, making existing bonds less attractive.

Credit Quality: A downgrade in the credit rating of the underlying bonds can lead to a decrease in the fund's price, as it signals a higher risk of default.

Economic Conditions: Changes in economic indicators like inflation and GDP growth can influence investor sentiment and bond yields, affecting the fund's price.

Fund Management: The fund manager's investment strategy and decisions on security selection and duration can impact the fund's performance and price.

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