Nasdaq - Delayed Quote • USD
Calvert Equity A (CSIEX)
As of 8:06 AM EDT. Market Open.
Fund Summary
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 Equity A
Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n
Fund Overview
Category | Large Growth |
Fund Family | Calvert Research and Management |
Net Assets | 7.16B |
YTD Return | 5.57% |
Yield | 0.17% |
Morningstar Rating | |
Inception Date | Nov 01, 1999 |
Fund Operations
Last Dividend | 0.14 |
Last Cap Gain | 38.00 |
Holdings Turnover | 10.00% |
Average for Category | -- |
Fees & Expenses
Expense | CSIEX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.66% | 0.99% |
Prospectus Net Expense Ratio | 0.66% | -- |
Prospectus Gross Expense Ratio | 0.66% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.36% |
Max Deferred Sales Load | -- | 1.33% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Robert R. Walton, Lead Manager since June 16, 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
Morningstar Category
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