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Calvert Equity Fund Class A (CSIEX)

US Funds

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83.29 -0.02 -0.02%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.24B

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CSIEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Equity A (CSIEX) fund. Our Calvert Equity A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	2.72	2.72
Stocks	97.25	97.25
Bonds	0.01	0.01
Preferred	0.01	0.01
Other	0.01	0.01

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	29.30	28.24
Price to Book	5.74	6.94
Price to Sales	4.97	4.43
Price to Cash Flow	21.94	18.74
Dividend Yield	0.96	0.72
5 Years Earnings Growth	11.40	15.85

Sector Allocation

Name	Net %	Category Average
Financial Services	23.55	9.24
Technology	21.19	39.82
Healthcare	18.08	12.48
Industrials	9.10	7.06
Consumer Cyclical	7.93	13.56
Basic Materials	7.73	1.77
Communication Services	5.28	11.51
Real Estate	4.06	1.56
Consumer Defensive	3.09	3.61

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Visa A	US92826C8394	4.92	291.85	+0.38%
Thermo Fisher Scientific	US8835561023	4.79	555.47	-0.44%
Mastercard	US57636Q1040	4.70	505.58	-0.49%
Danaher	US2358511028	4.66	247.18	-0.23%
Microsoft	US5949181045	4.24	408.46	-0.47%
Alphabet C	US02079K1079	4.06	170.68	-1.14%
S&P Global	US78409V1044	3.99	485.77	+0.51%
TJX	US8725401090	3.94	112.69	+0.27%
Zoetis Inc	US98978V1035	3.67	175.18	-3.72%
Verisk	US92345Y1064	3.42	277.22	+0.63%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.8B	12.22	6.93	13.81
Calvert US Large Cap Core Rspnb I	2.97B	20.88	9.77	13.35
Calvert Small Cap I	2.33B	11.83	4.14	9.81
Calvert Emerging Markets Equity Fui	1.1B	15.34	-3.15	4.69
Calvert Balanced A	899.07M	17.77	7.06	8.38

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Equity A	83.29	-0.02	-0.02%