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Calvert Equity Fund Class I (CEYIX)

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91.94 -0.22    -0.24%
17/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.99B
Calvert Equity I 91.94 -0.22 -0.24%

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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Rating
1-Year Change11.18%
Prev. Close92.16
Risk Rating
TTM Yield0.29%
ROE31.74%
IssuerN/A
Turnover10%
ROA12.22%
Inception Date36465
Total Assets3.99B
Expenses0.66%
Min. Investment1,000,000
Market Cap135.04B
CategoryLarge Growth
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Calvert Equity Fund Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1056 1056 1200 1303 1940 3610
Fund Return 5.63% 5.63% 20.01% 9.22% 14.17% 13.7%
Place in category 1202 1202 1168 509 698 372
% in Category 99 99 98 49 65 46

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert US Large Cap Core Rspnb I 2.75B 10.12 9.47 12.96
  Calvert Small Cap I 2.48B 7.22 3.25 9.03
  Calvert Equity A 2.27B 5.57 8.94 13.33
  Calvert Emerging Markets Equity Fui 1.22B 2.09 -9.22 3.73
  Calvert Balanced A 826.72M 7.14 5.85 7.76

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 133.89B 12.54 7.60 13.07
  Fidelity Contrafund 128.94B 17.98 12.69 14.65
  Fidelity Contrafund K 128.94B 17.99 12.77 14.75
  Vanguard Growth Index Adm 75.44B 10.90 10.91 15.06
  JPMorgan Large Cap Growth R6 54.81B 16.14 11.52 17.56

Top Holdings

Name ISIN Weight % Last Change %
  Mastercard US57636Q1040 4.90 460.07 +0.05%
  Visa A US92826C8394 4.83 272.62 +0.47%
  Microsoft US5949181045 4.75 411.84 -0.66%
  Danaher US2358511028 4.70 239.39 -0.40%
  Thermo Fisher Scientific US8835561023 4.69 547.06 -1.35%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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