About CSIEX
Calvert Equity Fund Class A is a mutual fund focused on large-cap growth equities, managed with an environmental, social, and governance (ESG) lens. The fund primarily seeks capital appreciation by investing at least 80% of its assets in equity securities of established companies, typically among the largest 1,000 publicly traded U.S. firms. The investment approach combines fundamental analysis—targeting firms with demonstrated earnings growth, strong cash flows, and high returns on capital—with active engagement guided by Calvert’s Principles for Responsible Investment. This ESG framework emphasizes sustainability and corporate responsibility in the portfolio selection process. The fund holds a diversified basket of around 70–75 stocks, with significant exposure to the technology, financial services, and healthcare sectors. Notable holdings include major companies such as Danaher Corp, Mastercard, Visa, Alphabet, and Microsoft. Calvert Equity Fund Class A plays a distinctive role in providing investors broad market exposure to large-cap growth companies while prioritizing sustainable and responsible investing practices, making it a prominent vehicle for integrating ESG considerations within traditional equity portfolios.
Fund Family Calvert Research and Management
Category Large Blend
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol CSIEX
Share Class Class A
Index Russell 1000 Growth TR
CSIEX had a total return of 2.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.68%.
