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Calvert Equity A (CSIEX)

68.27 +0.08 (+0.12%)
At close: 6:12:04 PM EST
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  • Previous Close 68.19
  • YTD Return -5.48%
  • Expense Ratio 0.91%
  • Category Large Blend
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 3.2B
  • Beta (5Y Monthly) 0.72
  • Yield 0.19%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.15
  • Inception Date Mar 1, 1994

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).

Calvert Research and Management

Fund Family

Large Blend

Fund Category

3.2B

Net Assets

1994-03-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

CSIEX
5.48%
Category
5.31%

1-Year Return

CSIEX
4.80%
Category
20.31%

3-Year Return

CSIEX
7.32%
Category
6.48%

5-Year Return

CSIEX
3.49%
Category
11.78%

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