Calvert Equity Fund
Fund offered by:
Calvert Research and Management
Ticker: CEYIXMember of USSIFsocially responsible
Fossil fuel grade: Fossil fuel exposure of 1.46% places the fund in the range of between 0% and 3% exposure. Assigned a grade of B.Fossil fuel exposure of 1.46% places the fund in the range of between 0% and 3% exposure. Assigned a grade of B.How we track fossil fuel investments
B
$90.46 MILLION
in fossil fuel investments
1
fossil fuel stocks found
1.46%
of assets flagged
Data as of 7/31/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners and owners of coal reserves
1
holdings
$90.46M
invested
1.46%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
All fossil fuel companies
1 holdings
1 holdings
  • 1. Air Products & Chemicals Inc
    Coal industry
    $90.46M
    1.46%
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Calvert Equity Fund $CEYIX is 1.46% invested in fossil fuel stocks, with $90.46 MILLION invested across 1 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on CEYIX at Morningstar.com
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
1.09% more in annualized returns
Less invested in fossil fuels 
5.19% less invested
Lower carbon footprint 
34 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.33% more invested
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
1.09% more in annualized returns
Less invested in fossil fuels 
5.19% less invested
Lower carbon footprint 
34 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.33% more invested
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
1.09% more in annualized returns
Less invested in fossil fuels 
5.19% less invested
Lower carbon footprint 
34 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.33% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
CEYIX - Calvert Equity Fund
26%
22%
21%
18%
1.46% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
6.65% 
Fund compared to benchmark
 
-3.77%
5.94%
4.24%
1.09%
5.19%  lower
Find more financial data on CEYIX at Morningstar.com
What's next?
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