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Calvert Equity Fund Class A (CSIEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets- including borrowings for investment purposes- in equity securities (common stock). The fund will provide shareholders with at least 60 days' notice before changing this 80% policy. The fund invests primarily in common stocks of U.S. large-cap companies. The managers define large-cap companies as those whose market capitalization falls within the range of the Russell 1000 Index at the time of investment.


1 month+2.31% 3 years+10.89%
3 months+6.64% 5 years+14.19%
1 year+23.29% Since inception+8.45%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.19%+13.70%
Expense ratio1.11%1.12%
Risk 5 year sharpe ratio1.481.35
Net assets$2.2B$3.5B
Average market cap$69.9B$125.0B
Average P/E28.727.2
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureJoseph Hudepohl / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock95.18%
Fixed income1.52%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 21.55%
Financial service 17.81%
Healthcare 10.47%
Energy 9.55%
Telecommunication 9.13%
Top 10 Holdings
Portfolio weighting
GOOG Google4.86%
DHR Danaher Corp4.84%
V Visa4.81%
TMO Thermo Fisher Scientific Inc4.67%
MSFT Microsoft4.44%
MA MasterCard3.83%
ECL Ecolab Inc3.24%
DG Dollar General3.22%
ZTS Zoetis Inc3.09%
PX Praxair Inc3.06%