Calvert Global Small-Cap Equity A (ESVAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Calvert Global Small-Cap Equity A
Boston, MA 02110
Two International Place
Eaton Vance Management
Management information
Aidan M. Farrell,Lead manager since 6 August 2015
Aidan Farrell is a vice president of Eaton Vance Advisers International Ltd. and director of global small-cap equity. He is responsible for managing global and international small-cap equity portfolios, leading a team of analysts. He joined Eaton Vance in 2015.
Aidan began his career in the investment management industry in 1996. Before joining Eaton Vance, he was managing director and a lead portfolio manager for Goldman Sachs Asset Management (GSAM). Prior to June 2008, he served as a director of European equities for Investment Insight (formerly the asset management arm of Halifax Bank of Scotland).
Aidan earned a B.A. in economics from the University College Dublin and a postgraduate diploma in business studies from the University College Dublin Michael Smurfit Graduate Business School. Aidan is an associate of the CFA Society of the UK.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Small/Mid Stock
Fund familyCalvert Research and Management
Net assets28.58M
YTD return-1.84%
Yield0.13%
Morningstar rating★★★★
Inception date3 Mar 2002
Fund operations
Last dividend0.02
Last cap gain7.00
Holdings turnover45.00%
Average for categoryN/A
Fees and expenses
ExpenseESVAXCategory average
Annual report expense ratio (net)1.31%1.26%
Prospectus net expense ratio1.31%N/A
Prospectus gross expense ratio1.80%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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