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+1.42% 3 years+10.15%
3 months+4.74% 5 years+13.61%
1 year+24.33% Since inception+8.53%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.61%+15.29%
Expense ratio1.08%1.11%
Risk 5 year sharpe ratio1.381.29
Net assets$2.3B$3.7B
Average market cap$72.7B$151.4B
Average P/E30.828.2
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. stock94.56%
International stock1.36%
Fixed income1.29%
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 Google4.96%
V Visa4.81%
TMO Thermo Fisher Scientific Inc4.79%
DHR Danaher Corp4.73%
MSFT Microsoft3.97%
DG Dollar General3.64%
ZTS Zoetis Inc3.29%
ECL Ecolab Inc3.02%
MA MasterCard3.01%
PX Praxair Inc3.01%