Calvert Equity Fund Class A
CSIEX
NASDAQ
| Weiss Ratings | CSIEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CSIEX-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 | CSIEX-NASDAQ | Click to Compare |
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| Fund Name | Calvert Equity Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 24, 1987 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSIEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.18% | |||
| Dividend | CSIEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | CSIEX-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 | CSIEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.62% | |||
| 30-Day Total Return | -4.03% | |||
| 60-Day Total Return | -0.23% | |||
| 90-Day Total Return | 4.05% | |||
| Year to Date Total Return | -4.92% | |||
| 1-Year Total Return | -4.23% | |||
| 2-Year Total Return | -1.59% | |||
| 3-Year Total Return | 24.33% | |||
| 5-Year Total Return | 19.43% | |||
| Price | CSIEX-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 | CSIEX-NASDAQ | Click to Compare |
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| Nav | $63.34 | |||
| 1-Month Low NAV | $62.34 | |||
| 1-Month High NAV | $65.57 | |||
| 52-Week Low NAV | $58.51 | |||
| 52-Week Low NAV (Date) | Jun 22, 2026 | |||
| 52-Week High NAV | $82.87 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | CSIEX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 12.54 | |||
| Balance Sheet | CSIEX-NASDAQ | Click to Compare |
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| Total Assets | 3.41B | |||
| Operating Ratios | CSIEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.91% | |||
| Turnover Ratio | 14.00% | |||
| Performance | CSIEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 4.15% | |||
| Last Bear Market Total Return | -12.52% | |||