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Calvert Equity Fund Class I (CEYIX)

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102.04 +0.40    +0.39%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.57B
Calvert Equity I 102.04 +0.40 +0.39%

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 Change15.53%
Prev. Close101.64
Risk Rating
TTM Yield0.29%
ROE34.91%
IssuerN/A
Turnover4%
ROA13.48%
Inception Date36465
Total Assets3.57B
Expenses0.66%
Min. Investment1,000,000
Market Cap136.07B
CategoryLarge Growth
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Calvert Equity Fund Class I Analysis


Performance

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Condition

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%

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Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1083 995 1256 1107 1799 3426
Fund Return 8.34% -0.5% 25.62% 3.45% 12.47% 13.1%
Place in category 1133 1140 1116 765 860 490
% in Category 98 98 98 73 84 60

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert US Large Cap Core Rspnb I 2.93B 19.80 6.97 12.93
  Calvert Small Cap I 2.25B 9.13 1.64 8.86
  Calvert Equity A 2.15B 8.12 3.19 12.75
  Calvert Emerging Markets Equity Fui 1.02B 10.67 -4.80 3.98
  Calvert Balanced A 888.67M 16.66 5.33 8.01

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.75B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 83.57B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 66.55B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
  Thermo Fisher Scientific US8835561023 4.76 513.26 -0.55%
  Danaher US2358511028 4.76 235.84 +0.34%
  Mastercard US57636Q1040 4.76 520.86 +1.12%
  Visa A US92826C8394 4.62 309.92 +0.01%
  Microsoft US5949181045 4.33 417.00 +1.00%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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