Morningstar

Calvert Equity A CSIEX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 85.59  /  −0.16 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.910%
  • 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 0.16%
  • Turnover 10%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSIEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSIEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still an attractive larger-cap ESG vehicle for the long haul.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Calvert Equity personnel and other strengths remain intact. It continues to be an appealing source of environmental, social, and governance exposure for patient investors who are comfortable with the drawbacks of its atypical approach as well as the benefits.

by William Samuel Rocco
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Portfolio Holdings CSIEX

More CSIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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