CSIEX – Calvert Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CEYIX	Calvert Equity Fund Class I	Institutional	Open			Nov 1, 1999	$1.28B	0.660%	Average	$1M	−$1.28B
CSIEX	Calvert Equity Fund Class A	Front Load	Open			Aug 24, 1987	$1.50B	0.910%	Below Average	$1,000	−$366.99M
CSECX	Calvert Equity Fund Class C	Level Load	Open			Mar 1, 1994	$49.04M	1.660%	Average	$1,000	−$41.84M
CEYRX	Calvert Equity Fund Class R6	Retirement, Large	Open			Oct 3, 2017	$375.70M	0.590%	Average	$5M	−$246.52M

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