CEYIX Mutual Fund

CEYIX Mutual Fund (Calvert Equity Fund Class I) is managed by Calvert with $48.9M in net assets. CEYIX expense ratio is 0.66%, holding 67 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1999-11-01.

CEYIX performance shows a YTD return of -4.16%. The 1-year return is -2.92% and the 5-year return is 3.42%. CEYIX dividend yield stands at 19.28%, paid annually.

CEYIX top holdings include Mastercard Inc (4.8%), Thermo Fisherscientific Inc. (4.8%), Visa Inc Class A (4.6%), Verisk Analytics Inc. (4.5%), Alphabet Inc. C (4.5%). Go to all CEYIX holdings, CEYIX sectors, or CEYIX dividends.

CEYIX can be compared against other funds. Use CEYIX overlap to find shared positions, or CEYIX vs another fund for a side-by-side view. CEYIX alternatives are available via the screener, along with tax-loss harvesting opportunities.