Dow Down 0.06% Nasdaq Up 0.61%

Calvert Equity I (CEYIX)

57.72 Up 0.41(0.72%) Nov 21
Prev Close:57.72
YTD Return*:8.14%
Net Assets*:2.94B
Yield*:0.38%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for CEYIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.6638.22
GILD4.4346.44
CVS4.2421.87
QCOM3.346.98
KO3.173.43

Fund Basics

Morningstar Overall Rating:
Total Assets:2.94B
Category:Large Growth
Annual Report Expense Ratio (net):0.65%

Performance & Risk

YTD Return:8.14%
5y Avg Return:15.22%
Rank in Category (ytd):50
% Rank in Category (ytd):2.9%
Beta (3y):1.07
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 managers define 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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