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    Calvert Equity A (CSIEX)

    48.55 Up 0.20(0.41%) Dec 19
    Prev Close:48.35
    YTD Return*:10.87%
    Net Assets*:2.96B
    Yield*:0.10%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS4.4927.41
    AAPL4.4745.33
    GILD4.0636.07
    QCOM3.450.92
    KO3.0610.77

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.96B
    Category:Large Growth
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:10.87%
    5y Avg Return:14.24%
    Rank in Category (ytd):50
    % Rank in Category (ytd):2.92%
    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 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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