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Calvert Equity Fund Class A: (MF: CSIEX)

(NASDAQ Mutual Funds) As of Nov 26, 2021 08:00 PM ET

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$82.26 USD

-1.38 (-1.65%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for CSIEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

The fund was incepted in August 1987 and is managed by Calvert Asset Management Company. 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. The fund invests primarily in the common stocks of large-cap companies having, on average, market capitalization of at least $1 billion. Investment returns are mostly from changes in the price of the fund's holdings (capital appreciation). Dividends are distributed annually. Capital gains, if any, are distributed once a year.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Calvert Equity Portfolio A CSIEX 4.75 NA 0.00 0.25 0.57 0.92

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Calvert Equity Port A CSIEX 83.64 8/24/1987 0.00 38.06 26.14 22.89
Calvert Equity Port C CSECX 43.19 3/1/1994 0.00 37.01 25.20 21.96
Calvert Equity Port I CEYIX 98.06 11/1/1999 0.12 38.41 26.46 23.25

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Calvert Equity Portfolio A CSIEX 1000 0 0 A

Contact Information

Family Calvert Group
Address 1825 Connecticut Ave NW, Suite 400
Washington, DC 20009
Phone 800 368-2745