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 Dow Down0.08% Nasdaq Down0.83%

Calvert Social Index Y (CISYX)

17.31 Down 0.06(0.35%) Apr 23
Get the big picture on all your investments.

Holdings as of Mar 30, 2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:1.83
Stocks:98.17
Bonds:0.00
Other:0.00
Top 10 Holdings (21.48% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Apple Inc.AAPL3.91-2.91
Google Inc.GOOG2.571.27
Microsoft CorporationMSFT2.4911.47
Johnson & Johnson Common StockJNJ2.257.65
Wells Fargo & Company Common StWFC1.9210.29
JP Morgan Chase & Co. Common StJPM1.864.39
Procter & Gamble Company (The) PG1.77-0.58
Pfizer, Inc. Common StockPFE1.675.16
International Business MachinesIBM1.564.20
AT&T Inc.T1.481.11
Get Quotes for Top 10 Holdings
Equity Holdings 
AveragesCISYXCategory Avg
Price/Earnings17.2722.21
Price/Book2.493.59
Price/Sales1.822.32
Price/Cashflow6.999.59
Median Market Cap50.39K67.75K
3 Year Earnings Growth13.04%7.84%
Sector Weightings (%)  
Sector CISYXCategory Avg
Basic Materials
 
1.263.51
Consumer Cyclical
 
13.7018.37
Financial Services
 
19.5210.55
Realestate
 
0.280.77
Consumer Defensive
 
9.407.02
Healthcare
 
16.4616.20
Utilities
 
0.880.36
Communication Services
 
3.442.56
Energy
 
2.265.72
Industrials
 
9.3112.13
Technology
 
23.4722.81
Bond Ratings (%)  
SectorCISYXCategory Avg
US GOVERNMENTN/AN/A
AAAN/A30.22
AAN/A0.54
AN/A9.63
BBBN/A5.56
BBN/A1.14
BN/A38.69
BELOW BN/A0.67
OTHERN/A13.56
Bond Holdings 
AveragesCISYXCategory Avg
MaturityN/A5.23
DurationN/A3.87
Credit QualityN/ABelowB