Calvert Equity Portfolio Fund Quote
| CSIEX Fund | USD 78.62 0.22 0.28% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calvert Equity is trading at 78.62 as of the 27th of February 2025; that is 0.28% down since the beginning of the trading day. The fund's open price was 78.84. Calvert Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of November 2024 and ending today, the 27th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. More on Calvert Equity Portfolio
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Large Growth Funds, Large Growth, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Equity Portfolio [CSIEX] is traded in USA and was established 27th of February 2025. Calvert Equity is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Calvert Research and Management family. This fund currently has accumulated 6.95 B in assets under management (AUM) with minimum initial investment of 1 K. Calvert Equity Portfolio is currently producing year-to-date (YTD) return of 2.69% with the current yeild of 0.0%, while the total return for the last 3 years was 7.16%.
Check Calvert Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Equity Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Equity Portfolio Mutual Fund Constituents
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| APH | Amphenol | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| PX | P10 Inc | Stock | Financials | |
| IEX | IDEX Corporation | Stock | Industrials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| VRSK | Verisk Analytics | Stock | Industrials |
Calvert Equity Portfolio Risk Profiles
| Mean Deviation | 0.6149 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Risk Adjusted Performance | (0.05) |
Calvert Equity Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Equity financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Equity security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |