Calvert Equity has a strong management team and other factors in its favor. It remains a good source of large-growth exposure for environmental, social, and governance investors who have long time horizons and who understand the limitations and strengths of its distinctive process.
Calvert Equity I CEYIX
- NAV / 1-Day Return 93.01 / −0.47 %
- Total Assets 7.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.29%
- Turnover 10%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis CEYIX
Will CEYIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Mastercard Inc Class A | 4.90 | 351.1 Mil | Financial Services |
Visa Inc Class A | 4.83 | 346.8 Mil | Financial Services |
Microsoft Corp | 4.75 | 340.9 Mil | Technology |
Danaher Corp | 4.70 | 336.9 Mil | Healthcare |
Thermo Fisher Scientific Inc | 4.69 | 336.2 Mil | Healthcare |
Alphabet Inc Class C | 4.40 | 315.8 Mil | Communication Services |
Intuit Inc | 3.60 | 258.3 Mil | Technology |
TJX Companies Inc | 3.52 | 252.8 Mil | Consumer Cyclical |
Zoetis Inc Class A | 3.50 | 250.8 Mil | Healthcare |
Gartner Inc | 3.25 | 233.0 Mil | Technology |