About CEYIX
Calvert Equity Fund Class I is an actively managed mutual fund focused on achieving capital growth by investing primarily in large-cap U.S. equities. The fund’s strategy emphasizes selecting established companies with a consistent record of earnings growth, strong cash flow, and high returns on capital. Uniquely, it integrates the Calvert Principles for Responsible Investment, embedding environmental, social, and governance (ESG) criteria into its stock selection and ongoing company engagement processes, making it a notable option for investors seeking responsible investment practices.
With over $6 billion in assets, the fund typically holds a concentrated portfolio, investing at least 80% of its assets in common stocks, mainly among the top 1,000 U.S. listed companies by market capitalization. It also allows for modest exposure to U.S.-listed foreign companies. The portfolio is diversified across major sectors, with significant allocations to technology, healthcare, financial services, and consumer cyclical industries. Its top holdings frequently include industry leaders such as Mastercard, Visa, Microsoft, and Alphabet.
Calvert Equity Fund Class I plays a dual role in the market: it seeks competitive long-term growth while serving as a pioneer in ESG-driven equity investment, appealing to institutional and high-net-worth investors who prioritize both performance and responsible investing principles.
Fund Family Calvert Research and Management
Category Large Blend
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CEYIX
Share Class Class I
Index Russell 1000 Growth TR
CEYIX had a total return of -3.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.95%.
