CSIEX Mutual Fund

CSIEX Mutual Fund (Calvert Equity Fund Class A) is managed by Calvert with $1.50B in net assets. CSIEX expense ratio is 0.91%, holding 63 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1987-08-24.

CSIEX performance shows a YTD return of 2.91%. The 1-year return is 4.02% and the 5-year return is 3.85%. CSIEX dividend yield stands at 0.21%, paid annually.

CSIEX 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 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.