Morningstar

Calvert Equity Fund Class A CSIEX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $65.01  /  +1.23 %
  • Fund Size $3.2B
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.19%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

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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Portfolio Holdings CSIEX

More CSIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

4.76 162M
Financial Services

Thermo Fisher Scientific Inc

4.73 162M
Healthcare

Danaher Corp

4.73 161M
Healthcare

Mastercard Inc Class A

4.71 161M
Financial Services

Agilent Technologies Inc

4.52 154M
Healthcare

VeriSign Inc

4.29 146M
Technology

Verisk Analytics Inc

4.19 143M
Industrials

Microsoft Corp

4.05 138M
Technology

Alphabet Inc Class C

3.71 127M
Communication Services

TJX Companies Inc

3.40 116M
Consumer Cyclical

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