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 80.82 / +0.19 %
- 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 0.17%
- Turnover 10%
USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 10:21 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 42.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Thermo Fisher Scientific Inc | 4.88 | 328.3 Mil | Healthcare |
Mastercard Inc Class A | 4.86 | 326.7 Mil | Financial Services |
Visa Inc Class A | 4.80 | 322.6 Mil | Financial Services |
Alphabet Inc Class C | 4.80 | 322.5 Mil | Communication Services |
Danaher Corp | 4.78 | 321.3 Mil | Healthcare |
Microsoft Corp | 4.67 | 314.1 Mil | Technology |
S&P Global Inc | 3.58 | 240.5 Mil | Financial Services |
Zoetis Inc Class A | 3.52 | 236.9 Mil | Healthcare |
TJX Companies Inc | 3.49 | 234.9 Mil | Consumer Cyclical |
Amphenol Corp Class A | 3.41 | 229.2 Mil | Technology |