Calvert Equity Fund
Fund offered by:
Calvert Research and Management
Ticker: CSIEXMember of USSIFsocially responsible
Fossil fuel grade: Earns a grade of A for fossil fuel exposure of 0%.Earns a grade of A for fossil fuel exposure of 0%.How we track fossil fuel investments
A
$0
in fossil fuel investments
Fossil free badges
5 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
0
fossil fuel stocks found
0%
of assets flagged
Data as of 10/31/19
This fund earns an A grade, and has a sustainability mandate!
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
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
No direct stock holdings
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
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Calvert Equity Fund $CSIEX has no fossil fuel stock holdings!
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Financial performance
Performance data provided byMorningstarFind more financial data on CSIEX at Morningstar.com
Current fund
CSIEX
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: 12/31/19
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 
0.39% more in annualized returns
Less invested in fossil fuels 
9.23% less invested
Lower carbon footprint 
54 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.98% more invested
Current fund
CSIEX
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: 12/31/19
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 
0.39% more in annualized returns
Less invested in fossil fuels 
9.23% less invested
Lower carbon footprint 
54 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.98% more invested
Current fund
CSIEX
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: 12/31/19
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 
0.39% more in annualized returns
Less invested in fossil fuels 
9.23% less invested
Lower carbon footprint 
54 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.98% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
CSIEX - Calvert Equity Fund
37%
22%
14%
14%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
15%
12%
13%
9.23% 
Fund compared to benchmark
 
5.06%
6.49%
2.21%
0.39%
9.23%  lower
Find more financial data on CSIEX at Morningstar.com
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