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Calvert Equity Fund Class I (CEYIX)
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24/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.86B
Calvert Equity I
97.51
-0.49
-0.50%
- Overview
- Profile
- Historical Data
- Holdings
CEYIX Overview
Find basic information about the Calvert Equity Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CEYIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change - 3.93%
Prev. Close98
Risk Rating
TTM Yield0.29%
ROE31.93%
IssuerCalvert Investments
Turnover6%
ROA13.71%
Inception Date36465
Total Assets2.86B
Expenses0.65%
Min. Investment1,000,000
Market Cap133.45B
CategoryLarge Growth
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1068 | 1030 | 1046 | 1387 | 1578 | 3539 |
| Fund Return | 6.82% | 3.03% | 4.62% | 11.51% | 9.55% | 13.47% |
| Place in category | 963 | 1107 | 1045 | 1007 | 802 | 616 |
| % in Category | 86 | 98 | 98 | 98 | 82 | 78 |
Top Equity Funds by Calvert Research and Management
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.16B | 9.03 | 18.68 | 14.08 | ||
| Calvert Equity A | 2.02B | 6.64 | 11.24 | 13.14 | ||
| Calvert Small Cap I | 1.94B | 0.35 | 8.24 | 8.74 | ||
| Calvert Emerging Markets Equity Fui | 944.06M | 19.04 | 8.91 | 6.96 | ||
| Calvert Balanced A | 924.73M | 7.07 | 13.34 | 9.14 |
Top Funds for Large Growth Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Growth Fund Amer A | 172.81B | 14.53 | 23.54 | 15.05 | ||
| Fidelity Contrafund | 160.4B | 15.64 | 27.85 | 16.71 | ||
| Vanguard Growth Index Adm | 98.06B | 12.08 | 24.96 | 17.09 | ||
| JPMorgan Large Cap Growth R6 | 79.47B | 9.98 | 24.01 | 18.46 | ||
| Fidelity Blue Chip Growth | 67.4B | 10.09 | 28.45 | 18.90 |
Top Holdings
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 4.93 | 507.03 | -0.61% | |
| Alphabet C | US02079K1079 | 4.79 | 246.55 | -0.52% | |
| Thermo Fisher Scientific | US8835561023 | 4.77 | 459.22 | -1.88% | |
| Mastercard | US57636Q1040 | 4.68 | 567.30 | -0.27% | |
| Visa A | US92826C8394 | 4.52 | 334.93 | -1.11% |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Strong Sell | Strong Buy | Strong Buy |
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