Dow Down0.17% Nasdaq Down0.28%

Calvert Equity A (CSIEX)

50.33 Down 0.02(0.04%) Sep 30

Holdings as of Aug 30, 2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:1.30
Stocks:97.62
Bonds:0.00
Other:1.08
Top 10 Holdings (33.9% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Apple Inc.AAPL4.7830.61
Gilead Sciences, Inc.GILD4.5245.62
CVS Health Corporation Common SCVS4.2712.55
QUALCOMM IncorporatedQCOM3.432.69
Coca-Cola Company (The) Common KO3.132.28
Costco Wholesale CorporationCOST2.852.99
Wells Fargo & Company Common StWFC2.8315.79
Visa Inc.V2.74-3.03
Walt Disney Company (The) CommoDIS2.7018.85
Lowe's Companies, Inc. Common SLOW2.657.37
Get Quotes for Top 10 Holdings
Equity Holdings 
AveragesCSIEXCategory Avg
Price/Earnings20.1720.36
Price/Book3.123.83
Price/Sales1.982.56
Price/Cashflow12.7310.25
Median Market Cap65.42K72.96K
3 Year Earnings Growth10.85%17.49%
Sector Weightings (%)  
Sector CSIEXCategory Avg
Basic Materials
 
3.063.43
Consumer Cyclical
 
21.3216.85
Financial Services
 
15.0610.01
Realestate0.000.92
Consumer Defensive
 
9.236.77
Healthcare
 
21.9016.43
Utilities0.000.40
Communication Services
 
1.162.85
Energy
 
2.096.75
Industrials
 
8.6311.71
Technology
 
17.5323.89
Bond Ratings (%)  
SectorCSIEXCategory Avg
US GOVERNMENTN/AN/A
AAAN/A22.65
AAN/A0.00
AN/A2.28
BBBN/A14.39
BBN/A4.29
BN/A3.56
BELOW BN/A38.65
OTHERN/A14.20
Bond Holdings 
AveragesCSIEXCategory Avg
MaturityN/A5.72
DurationN/A2.73
Credit QualityN/ABelowB