About CSECX
Calvert Equity Fund Class C is an actively managed mutual fund focused on large-cap U.S. growth equities. Its primary objective is capital appreciation, achieved by investing primarily in established companies with a consistent history of earnings growth, strong cash flow, and high returns on capital. A distinctive feature of this fund is its integration of environmental, social, and governance (ESG) criteria, guided by the Calvert Principles for Responsible Investment, making it unique among large-cap growth funds. The investment strategy involves careful fundamental analysis and a preference for high-quality businesses across a broad array of sectors, as reflected by its holdings in leading firms such as Visa, MasterCard, Microsoft, and Alphabet.
In addition to traditional equity analysis, the fund pursues responsible investing, engaging with portfolio companies on ESG issues and incorporating special impact investments to further sustainability goals. The Calvert Equity Fund Class C plays a significant role in the large-growth mutual fund space by offering investors the potential for strong long-term capital growth while aligning with responsible investment practices.
Fund Family Calvert Research and Management
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CSECX
Share Class Class C
Index Russell 1000 Growth TR
CSECX had a total return of 1.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.28%.
