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Calvert Equity A CSIEX

Analyst rating as of
NAV / 1-Day Return
65.69  /  0.23 %
Total Assets
5.8 Bil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Below Average
Longest Manager Tenure
5.59 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
16%
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Morningstar’s Analysis

Will CSIEX outperform in future?

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

A promising blend.

Associate Director

Summary

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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.

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