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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-1.35% 3 years+8.26%
3 months-1.61% 5 years+11.64%
1 year+2.72% Since inception+8.00%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.64%+14.98%
Expense ratio1.07%1.17%
Risk 5 year sharpe ratio1.211.16
Net assets$2.2B$2.9B
Average market cap$71.9B$90.5B
Average P/E22.725.8
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyCalvert Investments
Fund manager & tenureRichard England / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock95.28%
Fixed income0.91%
International stock0.72%
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
-- 4.91%
V Visa4.81%
CVS CVS Caremark3.90%
MSFT Microsoft3.52%
LOW Lowe's3.41%
TMO Thermo Fisher Scientific Inc3.36%
DLTR Dollar Tree Inc3.15%
ECL Ecolab Inc3.05%
APH Amphenol Corp2.99%
AAPL Apple2.98%

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