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Calvert Equity Portfolio

CSECX:US
NASDAQ GM
26.82
USD
0.01
0.04%
As of 9:29 AM EDT 9/20/2017
Fund Type
Open-End Fund
52Wk Range
22.21 - 26.86
1 Yr Return
15.36%
YTD Return
16.86%
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Previous Close
26.83
52Wk Range
22.21 - 26.86
1 Yr Return
16.29%
YTD Return
16.86%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/20/2017)
26.82
Total Assets (b USD) (on 09/20/2017)
2.145
Inception Date
03/01/1994
Last Dividend (on 12/07/2016)
4.10358
Dividend Indicated Gross Yield
-
Fund Managers
ROBERT R WALTON JR "ROB" / JEFFREY A MILLER "JEFF"
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.62%
Expense Ratio
1.81%

Top Fund Holdings

Name Position Value % of Fund
1.01 m 100.58 m 4.76
1.21 m 98.83 m 4.68
560.67 k 98.41 m 4.66
105.40 k 98.07 m 4.64
1.19 m 86.19 m 4.08
614.90 k 78.58 m 3.72
549.89 k 72.40 m 3.43
1.07 m 67.18 m 3.18
884.74 k 66.50 m 3.15
522.91 k 60.94 m 2.88
Profile
Calvert Equity Portfolio is an open-end fund incorporated in the USA. The Fund seeks growth of capital. The Fund invests in common stocks of U.S. large-cap companies. The Fund defines large-cap companies as those whose market capitalization falls within the range of the Russell 1000 Index at the time of investment.
Address
Calvert Asset Management Company Inc
4550 Montgomery Avenue
Suite 1000N
Bethesda, MD 20814
Phone
1-800-368-2745