CEYIX Mutual Fund

CEYIX Mutual Fund (Calvert Equity Fund Class I) is managed by Calvert with $1.28B in net assets. CEYIX expense ratio is 0.66%, holding 63 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1999-11-01.

CEYIX performance shows a YTD return of 3.13%. The 1-year return is 4.31% and the 5-year return is 4.10%. CEYIX dividend yield stands at 0.34%, paid annually.

CEYIX top holdings include Visa Inc Class A (4.8%), Danaher Corporation (4.7%), Thermo Fisher (4.7%), Mastercard Inc (4.7%), Agilent Technologies Inc (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.