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Calvert Equity Fund Class A (CSIEX)

US Funds

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80.65 -0.64 -0.79%

13/11 - 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	3.29	3.29
Shares	96.68	96.68
Bonds	0.02	0.02
Other	0.01	0.01

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.16	29.00
Price to Book	5.63	7.52
Price to Sales	4.84	5.11
Price to Cash Flow	20.17	19.31
Dividend Yield	1.06	0.70
5 Years Earnings Growth	9.55	13.14

Sector Allocation

Name	Net %	Category Average
Financial Services	22.52	9.24
Healthcare	20.59	9.61
Technology	20.00	41.76
Industrials	11.74	7.08
Basic Materials	7.59	1.57
Consumer Cyclical	6.72	13.83
Communication Services	4.80	13.04
Real Estate	3.32	1.33
Consumer Defensive	2.71	3.27

Region Allocation

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 70

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Danaher	US2358511028	5.01	221.27	+0.03%
Thermo Fisher Scientific	US8835561023	4.87	579.71	-0.07%
Visa A	US92826C8394	4.84	329.88	-1.84%
Microsoft	US5949181045	4.73	509.56	+1.25%
Mastercard	US57636Q1040	4.64	545.88	-1.74%
Alphabet C	US02079K1079	4.63	276.75	-0.85%
Amphenol	US0320951017	4.03	133.49	-1.30%
S&P Global	US78409V1044	3.62	494.16	-1.75%
TJX	US8725401090	3.56	146.25	-0.10%
Zoetis Inc	US98978V1035	3.40	120.74	-0.35%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.26B	15.44	21.79	14.24
Calvert Equity I	2.62B	5.58	11.79	12.75
Calvert Small Cap I	1.71B	-6.06	5.18	7.72
Calvert Emerging Markets Equity Fui	1.04B	34.30	18.79	7.85
Calvert Balanced A	949.2M	10.87	15.86	9.30

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Recent Quotes

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