Skip to Content

Calvert Equity A CSIEX

Analyst rating as of
NAV / 1-Day Return
71.25  /  0.01 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Below Average
Longest Manager Tenure
7.47 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
7%

Morningstar’s Fund Analysis CSIEX

Will CSIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Its subadvisor offers crucial stability right now.

Associate Director

Summary

|

On the strength of its subadvisor’s management team and approach, Calvert Equity’s I and R6 share classes earn Morningstar Analyst Ratings of Silver, while the pricier A and C shares are rated Bronze and Neutral, respectively.

Unlock our full analysis with Morningstar Investor