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Calvert Equity I (CEYIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
96.36+0.90 (+0.94%)
At close: 08:05AM EDT

Calvert Equity I

Bethesda, MD 20814

4550 Montgomery Avenue Street 1000n

Calvert Social Investment Fund

Management Information
Robert R. Walton,Lead Manager since June 15, 2015
Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999. Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries. Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyCalvert Research and Management
Net Assets7.18B
YTD Return4.70%
Yield0.30%
Morningstar Rating★★★★
Inception DateFeb 28, 1994

Fund Operations

Last Dividend0.29
Last Cap Gain38.00
Holdings Turnover10.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCEYIXCategory Average
Annual Report Expense Ratio (net)1.66%0.99%
Prospectus Net Expense Ratio1.66%N/A
Prospectus Gross Expense Ratio1.66%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A