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.
- NAV / 1-Day Return 32.95 / 1.44 %
- Total Assets 6.9 Bil
-
Adj. Expense Ratio
1.650%
- Expense Ratio 1.650%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 7%
Morningstar’s Analysis CSECX
Will CSECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 61
- Bond Holdings 3
- Other Holdings 12
- % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector