Morningstar

Calvert Equity Fund Class A CSIEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CSIEX

Will CSIEX outperform in the 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.

Discipline without distinction.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Calvert Equity’s risk guardrails appear to have become walls. Its People rating remains Above Average, while the Process rating falls to Average from Above Average.

by Indira Fisher
Rated on Published on

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