Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It 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.


1 month-0.42% 3 years+11.43%
3 months+4.73% 5 years+9.06%
1 year-0.52% Since inception+8.04%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+9.06%+9.88%
Expense ratio1.07%1.18%
Risk 5 year sharpe ratio0.810.75
Net assets$2.1B$2.7B
Average market cap$74.0B$83.0B
Average P/E22.024.1
Portfolio turnover37%37%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureRichard England / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock94.04%
International stock1.14%
Fixed income1.03%
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
CVS CVS Caremark4.67%
GOOG Google4.55%
V Visa4.34%
AAPL Apple4.17%
LOW Lowe's3.49%
DHR Danaher Corp2.77%
ECL Ecolab Inc2.72%
BMY Bristol-Myers Squibb2.69%
APH Amphenol Corp2.60%
BIIB Biogen2.52%

Partner Offers

Search for Jobs