CSECX Mutual Fund

CSECX Mutual Fund (Calvert Equity Fund Class C) is managed by Calvert with $48.9M in net assets. CSECX expense ratio is 1.66%, holding 67 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1994-03-01.

CSECX performance shows a YTD return of -4.76%. The 1-year return is -3.91% and the 5-year return is 2.38%. CSECX dividend yield stands at 83.59%, paid annually.

CSECX 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 CSECX holdings, CSECX sectors, or CSECX dividends.

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