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Calvert Equity Fund Class I (CEYIX)

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99.59 -0.03    -0.03%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Calvert Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.8B
Calvert Equity I 99.59 -0.03 -0.03%

CEYIX Overview

 
Find basic information about the Calvert Equity Fund Class I 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 CEYIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.51%
Prev. Close99.62
Risk Rating
TTM Yield0.28%
ROE34.94%
IssuerCalvert Investments
Turnover4%
ROA13.47%
Inception Date36465
Total Assets3.8B
Expenses0.66%
Min. Investment1,000,000
Market Cap136.53B
CategoryLarge Growth
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Calvert Equity Fund Class I Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1122 1063 1267 1223 1860 3647
Fund Return 12.22% 6.32% 26.66% 6.93% 13.22% 13.81%
Place in category 1109 114 1101 686 855 423
% in Category 96 13 96 66 83 53

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  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 Equity A 2.24B 12.01 6.67 13.46
  Calvert Emerging Markets Equity Fui 1.1B 15.34 -3.15 4.69
  Calvert Balanced A 899.07M 17.77 7.06 8.38

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 146.37B 22.91 7.56 13.48
  Fidelity Contrafund 136.16B 31.29 12.42 15.24
  Fidelity Contrafund K 12.16B 31.38 12.49 15.34
  Vanguard Growth Index Adm 84.02B 24.02 10.46 15.54
  JPMorgan Large Cap Growth R6 63.51B 27.39 11.64 17.81

Top Holdings

Name ISIN Weight % Last Change %
  Visa A US92826C8394 4.92 293.49 +0.56%
  Thermo Fisher Scientific US8835561023 4.79 557.63 +0.39%
  Mastercard US57636Q1040 4.70 504.91 -0.13%
  Danaher US2358511028 4.66 248.25 +0.43%
  Microsoft US5949181045 4.24 413.64 +1.27%

Technical Summary

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