CSIEX : Calvert Equity Fund Class A

CSIEX is a US Stocks Market Large Growth with MODERATE fees.

CSIEX

Calvert Equity Fund Class A

FI Score

54 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

54% FI Score
  • csiex
  • Mutual Fund
  • US Stocks
  • Large Growth

Calvert Equity Fund Class A

Expenses: 0.99% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. 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).

Largest Holdings

Amount Holding
4.79% Danaher Corp
4.77% Thermo Fisher Scientific Inc
4.76% Microsoft Corp
4.64% Alphabet Inc Class C
4.57% Visa Inc Class A
3.88% Dollar General Corp
3.64% American Tower Corp
3.62% Ecolab Inc
3.49% Linde PLC
3.48% Zoetis Inc Class A
3.44% Intercontinental Exchange Inc
3.32% Mastercard Inc A
3.27% Verisk Analytics Inc
2.80% Fiserv Inc
2.60% Check Point Software Technologies Ltd
2.41% Lowe's Companies Inc
2.41% Intuit Inc
2.35% Fidelity National Information Services Inc
2.24% Xylem Inc
2.21% Amphenol Corp Class A
2.02% IHS Markit Ltd
1.95% Marsh & McLennan Companies Inc
1.74% IDEX Corp
1.57% The Estee Lauder Companies Inc Class A
1.54% Crown Castle International Corp

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