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Calvert Equity Fund Class A (CSIEX)

US Funds

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77.23 +0.75 +0.98%

20/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.21B

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

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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	2.85	2.85
Stocks	97.11	97.11
Bonds	0.01	0.01
Preferred	0.01	0.01
Other	0.01	0.01

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.62	27.64
Price to Book	5.80	7.20
Price to Sales	5.02	4.68
Price to Cash Flow	22.23	18.98
Dividend Yield	0.95	0.70
5 Years Earnings Growth	11.80	16.24

Sector Allocation

Name	Net %	Category Average
Financial Services	22.99	9.28
Technology	21.84	40.72
Healthcare	18.23	11.48
Industrials	8.87	7.03
Consumer Cyclical	7.94	13.54
Basic Materials	7.69	1.72
Communication Services	5.17	11.99
Real Estate	4.15	1.51
Consumer Defensive	3.11	3.49

Region Allocation

North America
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Thermo Fisher Scientific	US8835561023	4.76	525.29	+0.24%
Danaher	US2358511028	4.76	229.16	+0.27%
Mastercard	US57636Q1040	4.76	528.96	+0.18%
Visa A	US92826C8394	4.62	317.10	-0.19%
Microsoft	US5949181045	4.33	435.25	-0.31%
Alphabet C	US02079K1079	4.07	195.99	+1.57%
S&P Global	US78409V1044	3.98	498.25	+1.31%
TJX	US8725401090	3.90	121.77	-0.19%
Zoetis Inc	US98978V1035	3.87	164.28	-0.34%
Verisk	US92345Y1064	3.33	276.71	-0.05%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.6B	13.04	5.20	13.25
Calvert US Large Cap Core Rspnb I	3.1B	27.76	9.68	13.27
Calvert Small Cap I	2.46B	20.87	6.60	9.83
Calvert Emerging Markets Equity Fui	965.9M	7.61	-4.22	3.69
Calvert Balanced A	920.2M	21.06	6.97	8.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Equity A	77.23	+0.75	+0.98%