CSIEX - Calvert Equity Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Calvert Equity Fund Class A

Calvert Social Investment Fund

4550 Montgomery Avenue Street 1000n

Bethesda, MD 20814

Management Information
Joseph B. Hudepohl,Lead Manager since June 15, 2015
Joe B. Hudepohl, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in June 2015, Mr. Hudepohl was a portfolio manager with Logan Circle Partners LP, a division of Fortress Investment Group LLC, and Goldman Sachs Asset Management in Tampa, Florida Mr. Hudepohl holds the Chartered Financial Analyst designation and is a graduate of Stanford University where he earned his Bachelor of Arts degree in Economics. Additionally, Mr. Hudepohl was the youngest member of the United States swim team that competed at the 1992 Summer Olympics in Barcelona, Spain. At these Olympic games he won both a gold and bronze medal. Mr. Hudepohl also represented the United States at the 1996 Summer Olympics in Atlanta, where he also won a gold medal.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyCalvert Research and Management
Net Assets2.94B
YTD Return25.47%
Morningstar Rating★★★★
Inception DateAug 23, 1987

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover18.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCSIEXCategory Average
Annual Report Expense Ratio (net)0.99%1.07%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.01%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.75%5.42%
Max Deferred Sales LoadN/A1.50%
3 Yr Expense Projection779N/A
5 Yr Expense Projection1,005N/A
10 Yr Expense Projection1,651N/A