Nasdaq - Delayed Quote USD

Calvert Equity C (CSECX)

32.47
-0.12
(-0.37%)
At close: May 9 at 8:04:10 PM EDT
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  • Previous Close 32.59
  • YTD Return -1.23%
  • Expense Ratio 1.65%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 5.69B
  • Beta (5Y Monthly) 0.93
  • Yield 0.06%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.02
  • Inception Date Aug 24, 1987

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

Calvert Research and Management

Fund Family

Large Growth

Fund Category

5.69B

Net Assets

1987-08-24

Inception Date

Performance Overview: CSECX

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Trailing returns as of 5/7/2025. Category is Large Growth.

YTD Return

CSECX
1.23%
Category
12.38%
 

1-Year Return

CSECX
5.52%
Category
41.70%
 

3-Year Return

CSECX
6.80%
Category
22.56%
 

5-Year Return

CSECX
10.59%
Category
21.98%
 

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Holdings: CSECX

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Sector Weightings

SectorCSECX
Technology   21.73%
Healthcare   18.31%
Industrials   10.38%
Real Estate   4.01%
Utilities   0.00%
Energy   0.00%

Recent News: CSECX

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Research Reports: CSECX

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