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Calvert Equity A CSIEX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 80.65  /  +0.04 %
  • Total Assets 6.8 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.17%
  • Turnover 10%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:09 AM GMT+0

Morningstar’s Analysis CSIEX

Will CSIEX outperform in future?

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

A good source of large-growth ESG exposure.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

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.

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Portfolio Holdings CSIEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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