Calvert Equity Portfolio Fund Quote

CEYIX Fund  USD 97.06  0.26  0.27%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Equity is trading at 97.06 as of the 20th of July 2025; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 97.32. Calvert Equity has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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 . Calvert Equity is traded on NASDAQ Exchange in the United States. More on Calvert Equity Portfolio

Moving together with Calvert Mutual Fund

  0.69CDHIX Calvert Developed MarketPairCorr
  0.96CDHAX Calvert Developed MarketPairCorr
  0.74CDICX Calvert Short DurationPairCorr
  0.96CDHRX Calvert InternationalPairCorr
  0.63CDSRX Calvert Short DurationPairCorr
  0.77CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Large Growth Funds, Large Growth, Calvert Research and Management, Large Growth, Large Growth (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Equity Portfolio [CEYIX] is traded in USA and was established 20th of July 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 no minimum investment requirementsCalvert Equity Portfolio is currently producing year-to-date (YTD) return of 5.95% with the current yeild of 0.0%, while the total return for the last 3 years was 11.76%.
Check Calvert Equity Probability Of Bankruptcy

Instrument Allocation

Top Calvert Equity Portfolio Mutual Fund Constituents

DLTRDollar TreeStockConsumer Staples
APHAmphenolStockInformation Technology
PXP10 IncStockFinancials
INTUIntuit IncStockInformation Technology
ACNAccenture plcStockInformation Technology
IEXIDEX CorporationStockIndustrials
ZTSZoetis IncStockHealth Care
VRSKVerisk AnalyticsStockIndustrials
More Details

Calvert Equity Portfolio Risk Profiles

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.
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk