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 79.24 / −0.16 %
- 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 0.18%
- Turnover 10%
USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 10:14 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 42.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Mastercard Inc Class A | 4.93 | 353.3 Mil | Financial Services |
Microsoft Corp | 4.80 | 344.0 Mil | Technology |
Alphabet Inc Class C | 4.76 | 341.2 Mil | Communication Services |
Thermo Fisher Scientific Inc | 4.74 | 340.0 Mil | Healthcare |
Visa Inc Class A | 4.74 | 339.6 Mil | Financial Services |
Danaher Corp | 4.60 | 329.7 Mil | Healthcare |
TJX Companies Inc | 3.58 | 256.5 Mil | Consumer Cyclical |
Zoetis Inc Class A | 3.55 | 254.7 Mil | Healthcare |
Gartner Inc | 3.30 | 236.6 Mil | Technology |
Intuit Inc | 3.21 | 229.7 Mil | Technology |