The New Dimension of Quality
In addition to cap size and style, quality is the third dimension that has proven to be an important contributor to portfolio performance over time. For this reason, the Portfolio selectively invests in high-quality large-cap companies with histories of both consistent growth and stability in earnings. View Portfolio Holdings.
Risk Management Has Provided Strong Returns on the Market Upside and Less Downside Risk.
CSIEX (Class A Shares at NAV) has captured greater up-market appreciation and less down-market depreciation than the S&P 500 Index. (Time Period: 10/1/2007 to 12/31/2012 ; based on quarterly returns)
Source: Atlanta Capital Management Company, LLC and Zephyr
Indices are unmanaged and it is not possible to directly invest in an index. Performance during certain periods reflects strong stock market performance that is not typical and may not be repeated. Past performance does not predict future results.
Portfolio returns cited are at net asset value and returns would have been lower if Class A sales charges of 4.75% were deducted. Click for full performance information.
Strong Performance by an Actively-Managed Portfolio of High-Quality Large-Cap Stocks.
The Calvert Equity Portfolio (Class A at NAV) has outpaced the S&P 500 index for the five-year time period as of 12/31/2012.
Consider Calvert Equity Portfolio to Add the Quality Dimension to Your Investments
|Among 1,503 funds in the Morningstar Large Growth category for the Portfolio’s Class A shares (Load Waived) for the period ended 12/31/2012 based on risk-adjusted returns.||
Ranked #131 among 565 funds for the five-year time period, 320/715, 214/652, and 202/381 for the one-year, three-year, and 10-year time periods, respectively, as of 12/31/2012, in the Lipper Large-Cap Growth Funds category for the Portfolio’s Class A shares. Lipper ratings are based on total returns.
Ready to Get Started?
Consult your regional wholesaler about adding CSIEX to your clients' portfolios.
Call 800.368.2750 or email us.
Talk to your advisor about adding Calvert Equity Portfolio to your investments.
Need an advisor? Find one.
Past performance is no guarantee of future results.
Source: Morningstar, Inc. 2013. For each fund with at least a three-year history, Morningstar calculates proprietary ratings using a risk-adjusted formula that measures the amount of variation in a fund’s monthly performance, giving more emphasis to downward variations and rewarding consistent performance. Ratings reflect sales load/charge and redemption fee except where noted and are subject to change each month. The top 10% of the funds in a category receive five stars; the next 22.5% four stars; the next 35% three stars; the next 22.5% two stars; and the last 10% one star. A high rating does not necessarily mean a fund had a positive return for the period. The Overall Morningstar Rating is derived from a weighted average of a fund’s three-, five-, and 10-year (if applicable) ratings. The Portfolio (Class A Load Waived) received three, four, and three stars among 1,503, 1,301, and 863 funds, respectively, for the three-,five-, and 10-year periods in the Morningstar Large Growth category. Morningstar rating is for Class A only; other classes may have different performance characteristics and ratings.
Source: Lipper, Inc. 2013. Lipper rankings are based on total returns. Rankings assume reinvestment of dividends and capital gains but exclude the effects of any applicable sales loads. The Lipper ranking is for Class A, and the ranking may include more than one share class of funds in the category, including other share classes of the Portfolio. Rankings are relative peer group ratings and do not necessarily mean that the Portfolio had high total returns.
Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Portfolio, or the Portfolio could underperform, because of the following risks: a) the stock market may fall in value, causing prices of stocks held by the Portfolio to fall, b) the individual stocks in the Portfolio may not perform as expected, and/or c) the portfolio management practices may not achieve the desired result. In addition, large-cap companies may be unable to respond quickly to new competitive challenges such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during extended periods of economic expansion.
Calvert mutual funds are available at NAV for RIAs and Wrap Programs.