Calvert Equity Fund (CSIEX.O)

At A Glance

You hold CSIEX.O in 0 portfolios

Net Asset Value

54.05USD

 -0.06 -0.11%

09/13/2019

Category
US Diversified Equity
YTD Return (Cumulative)
 29.87%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 13.90%
Manager Benchmark
Lipper Lg-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 CSIEX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyCalvert Research and Management
Inception Date08/24/1987
Portfolio Turnover18%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Calvert Research and Management
4550 Montgomery Ave
Bethesda, MD 20814

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.99%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee0.00%
Initial Investment$1,000
Subsequent Investments--
Initial IRA Investments$1,000
Subsequent IRA Investments--

Investment Strategy

The Fund seeks growth of capital through investment in stocks of issuers in industries believed to offer opportunities for potential capital appreciation and which meet the Fund's investment and social criteria.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
576
Consistent Return
 
575
Capital Preservation
 
12229
Low Expense
 
162
Tax Efficiency (U.S. only)
 
576

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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