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Morningstar

Calvert Equity A CSIEX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 78.25  /  +0.05 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.17%
  • Turnover 10%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CSIEX

Will CSIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSIEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A good source of large-growth ESG exposure.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

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.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings CSIEX

More CSIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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