Calvert Equity’s risk guardrails appear to have become walls. Its People rating remains Above Average, while the Process rating falls to Average from Above Average.
Calvert Equity Fund Class A CSIEX
- NAV / 1-Day Return 62.60 / +0.11 %
- Total Assets 3.2B
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.19%
- Turnover 14%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CSIEX
Will CSIEX outperform in the 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 44.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Visa Inc Class A | 4.90 | 167M | Financial Services |
Thermo Fisher Scientific Inc | 4.85 | 165M | Healthcare |
Mastercard Inc Class A | 4.73 | 161M | Financial Services |
Danaher Corp | 4.49 | 153M | Healthcare |
VeriSign Inc | 4.45 | 151M | Technology |
Microsoft Corp | 4.31 | 147M | Technology |
Verisk Analytics Inc | 4.31 | 147M | Industrials |
TJX Companies Inc | 4.11 | 140M | Consumer Cyclical |
Agilent Technologies Inc | 4.09 | 139M | Healthcare |
Alphabet Inc Class C | 3.96 | 135M | Communication Services |
United States