Adequate personnel and a sensible mix of environmental, social, and governance factors with a patient, large-growth equity approach earn Calvert Equity's share classes Morningstar Analyst Ratings of Bronze or Neutral, depending on fees.
Will CSIEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CSIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.