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 Dow Down 0.11% Nasdaq Down 0.46%
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Calvert Equity B (CSEBX)

39.81 Up 0.34(0.86%) Apr 22
Get the big picture on all your investments.
Prev Close:39.81
YTD Return*:-0.30%
Net Assets*:2.92B
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for CSEBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS4.564.18
AAPL4.00-2.91
GOOG3.961.27
QCOM3.618.35
GILD3.14-1.94

Fund Basics

Morningstar Overall Rating:
Total Assets:2.92B
Category:Large Growth
Annual Report Expense Ratio (net):2.07%

Performance & Risk

YTD Return:-0.30%
5y Avg Return:18.69%
Rank in Category (ytd):70
% Rank in Category (ytd):3.95%
Beta (3y):1.03
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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