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Calvert Equity Portfolio 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+1.53% 3 years+8.70%
3 months+5.83% 5 years+11.29%
1 year+8.08% Since inception+8.07%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.29%+11.55%
Expense ratio1.09%1.15%
Risk 5 year sharpe ratio1.031.00
Net assets$2.1B$3.0B
Average market cap$72.7B$101.4B
Average P/E25.726.1
Portfolio turnover44%44%

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Fund Management and Purchase Info

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


U.S. stock93.76%
Fixed income1.56%
International stock0.67%
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 Google4.74%
V Visa4.72%
TMO Thermo Fisher Scientific Inc4.55%
MSFT Microsoft3.90%
ECL Ecolab Inc3.50%
MA MasterCard3.49%
APH Amphenol Corp3.27%
DLTR Dollar Tree Inc3.03%
ZTS Zoetis Inc2.95%
DHR Danaher Corp2.79%

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