Dow Up 0.08% Nasdaq Down 0.30%

Calvert Equity B (CSEBX)

42.21 Down 0.04(0.09%) Sep 19
Prev Close:42.25
YTD Return*:4.77%
Net Assets*:2.93B
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CSEBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL4.7830.61
GILD4.5245.62
CVS4.2712.55
QCOM3.432.69
KO3.132.28

Fund Basics

Morningstar Overall Rating:
Total Assets:2.93B
Category:Large Growth
Annual Report Expense Ratio (net):2.07%

Performance & Risk

YTD Return:4.77%
5y Avg Return:13.68%
Rank in Category (ytd):87
% Rank in Category (ytd):5.03%
Beta (3y):1.05
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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