Nasdaq - Delayed Quote USD

Calvert Equity A (CSIEX)

78.54 +0.65 (+0.83%)
At close: April 26 at 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Morgan Stanley - Brokerage Accounts
  • JPMorgan
  • Merrill Lynch
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • RBC Wealth Management-Wrap Eligible
  • Morgan Stanley Portfolio Management
  • Kestra Financial
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

Fund Overview

Category Large Growth
Fund Family Calvert Research and Management
Net Assets 7.16B
YTD Return 5.57%
Yield 0.17%
Morningstar Rating
Inception Date Nov 01, 1999

Performance & Risk

YTD Return 2.49%
5y Average Return 12.50%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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