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.
Calvert Equity A CSIEX
- NAV / 1-Day Return 82.51 / +1.50 %
- Total Assets 6.8 Bil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CSIEX
Will CSIEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Alphabet Inc Class C | 4.94 | 332.7 Mil | Communication Services |
Microsoft Corp | 4.84 | 325.7 Mil | Technology |
Danaher Corp | 4.83 | 325.4 Mil | Healthcare |
Thermo Fisher Scientific Inc | 4.74 | 318.9 Mil | Healthcare |
Visa Inc Class A | 4.73 | 318.2 Mil | Financial Services |
Mastercard Inc Class A | 4.68 | 314.8 Mil | Financial Services |
TJX Companies Inc | 3.72 | 250.3 Mil | Consumer Cyclical |
Zoetis Inc Class A | 3.64 | 245.3 Mil | Healthcare |
S&P Global Inc | 3.57 | 240.5 Mil | Financial Services |
Verisk Analytics Inc | 3.41 | 229.3 Mil | Industrials |