CEYIX

Calvert Equity Fund

The Fund seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation.

Overall Morningstar Rating

Among 1,128 Funds in the Large Growth Category


Based on risk-adjusted returns as of 3/31/2019

 

Historical Returns (%) as of Jun 30, 2021

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc. The share class has no sales charge.
 

Fund Facts

Expense Ratio2 0.69%
Expense Ratio (Gross)2 0.69%
Expense Ratio (Net)2 0.69%
Class I Inception 11/01/1999
Performance Inception 08/24/1987
Distribution Frequency Annually

Top 10 Holdings (%)3,4 as of Jun 30, 2021

Alphabet Inc - CL C 4.87
Thermo Fisher Scientific Inc 4.83
Microsoft Corp 4.62
Visa Inc 4.56
Danaher Corp 4.51
American Tower Corp 3.49
Dollar General Corp 3.48
Zoetis Inc 3.45
Verisk Analytics Inc 3.42
Intercontinental Exchange Inc 3.17
Total 40.40

Real-world
impact

The following compares the impact of the holdings in this Calvert fund to the Russell 1000 Growth Index across these important ESG factors:

Water Usage


55%

Higher than the Russell 1000 Growth Index

Carbon Emissions


209%

Higher than the Russell 1000 Growth Index

Toxic Emissions


86%

Lower than the Russell 1000 Growth Index

Tobacco Exposure


100%

Lower than the Russell 1000 Growth Index

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About Risk: 

The value of investments held by the Fund may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. The value of equity securities is sensitive to stock market volatility. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. The Fund is exposed to liquidity risk when trading volume, lack of a market maker or trading partner, large position size, market conditions, or legal restrictions impair its ability to sell particular investments or to sell them at advantageous market prices. No fund is a complete investment program and you may lose money investing in a fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description. The impact of the coronavirus on global markets could last for an extended period and could adversely affect the Fund’s performance.


Interested in our funds?

Sign in or create an account with one of these brokers

Talk to your financial advisor or visit one of these financial intermediaries to learn more. Shares of Calvert funds may be purchased by delivering an application to the Fund’s transfer agent or through financial intermediaries.

Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy.

Interested in our funds?

Sign in or create an account with one of these brokers

Talk to your financial advisor or visit one of these financial intermediaries to learn more. Shares of Calvert funds may be purchased by delivering an application to the Fund’s transfer agent or through financial intermediaries.

Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy.

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