Dow Up 0.35% Nasdaq Down 0.02%

Calvert Equity I (CEYIX)

54.72 Up 0.32(0.59%) Aug 19
Prev Close:54.72
YTD Return*:2.07%
Net Assets*:2.86B
Yield*:0.40%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CEYIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.8021.07
CVS4.068.03
GILD3.9321.84
QCOM3.58-1.25
KO3.18-3.41

Fund Basics

Morningstar Overall Rating:
Total Assets:2.86B
Category:Large Growth
Annual Report Expense Ratio (net):0.65%

Performance & Risk

YTD Return:2.07%
5y Avg Return:15.44%
Rank in Category (ytd):69
% Rank in Category (ytd):3.99%
Beta (3y):1.06
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of net assets, including borrowings for investment purposes, in equity securities (common stock). It invests primarily in common stocks of U.S. large-cap companies. The fund defines large-cap companies as those whose market capitalization falls within the range of the S&P 500 Index. It may also invest in mid-cap stocks and may invest up to 25% of its net assets in foreign stocks. View More
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