Calvert Equity Fund
Shareclass
Calvert Equity I (CEYIX)
Type
Open-end mutual fund
Fund investment profile
Shareclass ticker
CEYIX
Data as of
30 Sep 2024
Shareclass name
Calvert Equity I
% of fund assets screened
97%
Shareclass type
Open-end funds
Fund net assets
$6.92 BILLION
Fund family
Calvert Research and Management
Fund category
Large Growth
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
B
Total fossil fuel stock holdings
1
Total % invested in fossil fuel stocks
1.24%
Total assets invested in fossil fuel stocks
$86.01 MILLION
Fossil fuel finance
Fossil fuel finance grade
A
Fossil fuel finance score
0
Total fossil fuel finance stock holdings
0
Total % invested in fossil fuel finance stocks
0%
Total assets invested in fossil fuel finance stocks
$0
Fossil fuel insurance
Fossil fuel insurance grade
A
Fossil fuel insurance score
0
Total fossil fuel insurance stock holdings
0
Total % invested in fossil fuel insurance stocks
0%
Total assets invested in fossil fuel insurance stocks
$0
Clean200
Total Clean200 stock holdings
5
Total % invested in Clean200 stocks
16%
Total assets invested in Clean200 stocks
$1.1 BILLION
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Calvert Equity Fund CEYIX
Environment
Social
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Financial performance
Performance data provided byFind more financial data on CEYIX at Morningstar.com
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