Nasdaq - Delayed Quote USD

Calvert Equity C (CSECX)

32.84
-0.12
(-0.36%)
At close: 8:04:12 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

Fund Overview

Category Large Growth
Fund Family Calvert Research and Management
Net Assets 5.69B
YTD Return -1.23%
Yield 0.06%
Morningstar Rating
Inception Date Mar 01, 1994

Performance & Risk

YTD Return 1.70%
5y Average Return 10.69%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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