Calvert Small/Mid-Cap Fund

Calvert Small/Mid-Cap Fund is a registered fund series of Calvert Management Series (series S000080181). Net assets $194.4M as of 2026-03-31.

Profile

Advisers

Top holdings (77 reported)

Showing 15 of 77 holdings by value.

HoldingTickerValue% of fund
CSW Industrials Inc$6.1M311.61%
Burlington Stores Inc$5.2M266.13%
Royalty Pharma PLC$4.6M237.18%
Wyndham Hotels & Resorts Inc$4.5M233.79%
Aramark$4.5M230.47%
Franklin Electric Co Inc$4.4M227.49%
Performance Food Group Co$4.4M227.45%
Dorman Products Inc$4.3M223.39%
Donaldson Co Inc$4.3M220.07%
Valvoline Inc$3.9M202.61%
Graco Inc$3.9M202.29%
A O Smith Corp$3.9M200.69%
SOUTHSTATE BANK CORP$3.7M192.50%
Core & Main Inc$3.6M186.91%
AptarGroup Inc$3.5M182.11%

Net asset history

Report dateNet assets
2026-03-31$194.4M
2025-12-31$206.6M
2025-09-30$225.9M
2025-06-30$29.8M
2025-03-31$30.8M
2024-12-31$32.7M
2024-09-30$65.9M
2024-06-30$61.1M

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