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Calvert Equity Fund Class A (CSIEX)

US Funds

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76.99 -0.26 -0.34%

09/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.95B

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CSIEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Equity A (CSIEX) fund. Our Calvert Equity A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	3.07	3.07
Shares	96.89	96.89
Bonds	0.02	0.02
Preferred	0.01	0.01
Other	0.01	0.01

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.29	27.34
Price to Book	6.25	7.02
Price to Sales	4.96	4.63
Price to Cash Flow	20.85	18.10
Dividend Yield	1.02	0.71
5 Years Earnings Growth	10.19	13.54

Sector Allocation

Name	Net %	Category Average
Financial Services	24.05	10.00
Technology	22.12	39.29
Healthcare	18.25	10.89
Industrials	10.27	6.88
Basic Materials	7.89	1.65
Consumer Cyclical	7.20	14.45
Communication Services	4.32	12.69
Real Estate	3.58	1.48
Consumer Defensive	2.31	3.55

Region Allocation

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Mastercard	US57636Q1040	5.05	578.27	+1.69%
Visa A	US92826C8394	5.01	355.96	+0.97%
Danaher	US2358511028	4.46	200.83	+5.85%
Thermo Fisher Scientific	US8835561023	4.35	432.59	+7.31%
Microsoft	US5949181045	4.24	449.26	+2.40%
Alphabet C	US02079K1079	4.18	159.58	+3.37%
S&P Global	US78409V1044	4.10	518.36	+2.09%
Verisk	US92345Y1064	3.68	303.65	-1.89%
Zoetis Inc	US98978V1035	3.55	161.92	+1.66%
TJX	US8725401090	3.52	131.49	+2.65%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	2.87B	-0.89	7.87	12.37
Calvert US Large Cap Core Rspnb I	2.82B	-6.26	11.44	11.98
Calvert Small Cap I	1.86B	-7.53	3.36	7.51
Calvert Emerging Markets Equity Fui	893.43M	4.76	2.73	3.62
Calvert Balanced A	857.81M	-2.68	8.60	7.59

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