CEYRX Mutual Fund

CEYRX Mutual Fund (Calvert Equity Fund Class R6) is managed by Calvert with $48.9M in net assets. CEYRX expense ratio is 0.59%, holding 67 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2017-10-03.

CEYRX performance shows a YTD return of -4.14%. The 1-year return is -2.88% and the 5-year return is 3.49%. CEYRX dividend yield stands at 19.46%, paid annually.

CEYRX 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 CEYRX holdings, CEYRX sectors, or CEYRX dividends.

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