Calvert Equity capably blends environmental, social, and governance research with sensible large-growth equity investing. Its cheapest share classes, I and R6, earn a Morningstar Analyst Rating of Silver; the pricier A and C shares get Bronze and Neutral, respectively.
Calvert Equity C CSECX Fund Analysis
Morningstar’s Fund Analysis CSECX
Will CSECX 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 CSECX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CSECX 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 CSECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An effective mix.
