Calvert Equity Fund Class C
CSECX
NASDAQ
| Weiss Ratings | CSECX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CSECX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Lance V. Garrison (11), Joseph B. Hudepohl (11), Jeffrey A. Miller (11), 1 other | |||
| Website | http://www.calvert.com | |||
| Fund Information | CSECX-NASDAQ | Click to Compare |
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| Fund Name | Calvert Equity Fund Class C | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 01, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CSECX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.15% | |||
| Dividend | CSECX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | CSECX-NASDAQ | Click to Compare |
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| Cash | 1.23% | |||
| Stock | 98.73% | |||
| U.S. Stock | 98.21% | |||
| Non-U.S. Stock | 0.52% | |||
| Bond | 0.03% | |||
| U.S. Bond | 0.03% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | CSECX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.65% | |||
| 30-Day Total Return | -4.07% | |||
| 60-Day Total Return | -0.32% | |||
| 90-Day Total Return | 3.89% | |||
| Year to Date Total Return | -5.42% | |||
| 1-Year Total Return | -4.95% | |||
| 2-Year Total Return | -3.04% | |||
| 3-Year Total Return | 21.55% | |||
| 5-Year Total Return | 15.06% | |||
| Price | CSECX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CSECX-NASDAQ | Click to Compare |
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| Nav | $18.13 | |||
| 1-Month Low NAV | $17.85 | |||
| 1-Month High NAV | $18.78 | |||
| 52-Week Low NAV | $16.78 | |||
| 52-Week Low NAV (Date) | Jun 22, 2026 | |||
| 52-Week High NAV | $34.83 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | CSECX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 12.52 | |||
| Balance Sheet | CSECX-NASDAQ | Click to Compare |
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| Total Assets | 3.41B | |||
| Operating Ratios | CSECX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.66% | |||
| Turnover Ratio | 14.00% | |||
| Performance | CSECX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 3.51% | |||
| Last Bear Market Total Return | -12.65% | |||