Calvert Equity Fund (CSIEX.O)

At A Glance

You hold CSIEX.O in 0 portfolios

Net Asset Value

62.04USD

 0.66 +1.08%

09/22/2020

Category
US Diversified Equity
YTD Return (Cumulative)
 12.43%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 17.14%
Manager Benchmark
Lipper Lg-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 13516 funds)*
606 Funds
605 Funds
12131 Funds
171 Funds
604 Funds
3 Year Rating
Peers with Rating
(out of 13517 funds)*
606 Funds
605 Funds
12131 Funds
171 Funds
604 Funds
5 Year Rating
Peers with Rating
(out of 11701 funds)*
546 Funds
545 Funds
10442 Funds
166 Funds
544 Funds
10 Year Rating
Peers with Rating
(out of 8116 funds)*
429 Funds
428 Funds
7111 Funds
146 Funds
427 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 58.2%
3Yr Return
 34.3%
5Yr Return
--

ACFNX's YTD and 3 year Returns outperformed CSIEX.O

YTD Return
 58.0%
3Yr Return
 34.0%
5Yr Return
 26.4%

ACFSX's YTD, 3 year, and 5 year Returns outperformed CSIEX.O

1 ETF »

YTD Return
 39.4%
3Yr Return
 27.5%
5Yr Return
 24.3%

QQQ's YTD, 3 year, and 5 year Returns outperformed CSIEX.O

View Overview Page For