Calvert Equity Portfolio Fund Quote

CSIEX Fund  USD 80.42  0.65  0.80%   

Performance

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Odds Of Distress

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Calvert Equity is trading at 80.42 as of the 15th of July 2025; that is 0.8% down since the beginning of the trading day. The fund's open price was 81.07. Calvert Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 15th of July 2025. Click here to learn more.
The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. Calvert Equity is traded on NASDAQ Exchange in the United States. More on Calvert Equity Portfolio

Moving together with Calvert Mutual Fund

  0.79CDHIX Calvert Developed MarketPairCorr
  0.97CDHAX Calvert Developed MarketPairCorr
  0.71CDICX Calvert Short DurationPairCorr
  0.89CDHRX Calvert InternationalPairCorr
  0.74CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Large Growth Funds, Large Growth, Calvert Research and Management (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Equity Portfolio [CSIEX] is traded in USA and was established 15th of July 2025. Calvert Equity is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Calvert Research and Management family. This fund currently has accumulated 6.95 B in assets under management (AUM) with minimum initial investment of 1 K. Calvert Equity Portfolio is currently producing year-to-date (YTD) return of 5.81% with the current yeild of 0.0%, while the total return for the last 3 years was 11.48%.
Check Calvert Equity Probability Of Bankruptcy

Instrument Allocation

Top Calvert Equity Portfolio Mutual Fund Constituents

DLTRDollar TreeStockConsumer Staples
APHAmphenolStockInformation Technology
ACNAccenture plcStockInformation Technology
PXP10 IncStockFinancials
IEXIDEX CorporationStockIndustrials
INTUIntuit IncStockInformation Technology
ZTSZoetis IncStockHealth Care
VRSKVerisk AnalyticsStockIndustrials
More Details

Calvert Equity Portfolio Risk Profiles

Calvert Equity Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Equity financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Equity security.
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