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Calvert Equity Fund Class A (CSIEX)

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77.23 +0.75    +0.98%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Calvert Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.21B
Calvert Equity A 77.23 +0.75 +0.98%

CSIEX Overview

 
Find basic information about the Calvert Equity Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CSIEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.33%
Prev. Close76.48
Risk Rating
TTM Yield0.16%
ROE34.91%
IssuerCalvert Investments
Turnover9%
ROA13.48%
Inception Date32013
Total Assets2.21B
Expenses0.90%
Min. Investment1,000
Market Cap136.07B
CategoryLarge Growth
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Calvert Equity Fund Class A Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1018 1176 1155 1795 3366
Fund Return 12.78% 1.81% 17.64% 4.93% 12.41% 12.9%
Place in category 1087 1093 1086 853 862 581
% in Category 99 99 100 84 90 76

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert Equity I 3.6B 13.04 5.20 13.25
  Calvert US Large Cap Core Rspnb I 3.1B 27.76 9.68 13.27
  Calvert Small Cap I 2.46B 20.87 6.60 9.83
  Calvert Emerging Markets Equity Fui 965.9M 7.61 -4.22 3.69
  Calvert Balanced A 920.2M 21.06 6.97 8.18

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.69B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 67.8B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Thermo Fisher Scientific US8835561023 4.76 525.29 +0.24%
  Danaher US2358511028 4.76 229.16 +0.27%
  Mastercard US57636Q1040 4.76 528.96 +0.18%
  Visa A US92826C8394 4.62 317.10 -0.19%
  Microsoft US5949181045 4.33 435.25 -0.31%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Neutral
Technical Indicators Sell Sell Strong Buy
Summary Strong Sell Sell Buy
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