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 -4.30%. The 1-year return is -3.18% and the 5-year return is 3.16%. CSIEX dividend yield stands at 24.10%, paid annually.

CSIEX 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 CSIEX holdings, CSIEX sectors, or CSIEX dividends.

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