CSIEX Mutual Fund

CSIEX Mutual Fund (Calvert Equity Fund Class A) is managed by Calvert with $48.9M in net assets. CSIEX expense ratio is 0.91%, holding 67 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1987-08-24.

CSIEX performance shows a YTD return of -9.93%. The 1-year return is -8.80% and the 5-year return is 3.04%. CSIEX dividend yield stands at 25.61%, paid annually.

CSIEX top holdings include Mastercard Incorporated Class 'A' (4.8%), Thermo Fisher Scientific Inc (4.8%), Visa Inc. Class A ( V ) (4.6%), Verisk Analytics, Inc. (4.5%), Alphabet Inc series C (4.5%). View all CSIEX holdings, sector breakdown, or dividend history.

CSIEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.