WebMar 31, 2024 · The Morningstar Return and Morningstar Risk Adjusted Returns for each Category are found using equal weighted average of the total returns of all the funds in … WebThe Morningstar Return rates a fund’s performance relative to other managed products in its Morningstar Category. It is an assessment of a product's excess return over a risk-free rate (the return of the 90-day Treasury Bill) in comparison with the products in its Morningstar category. In each Morningstar
CSIEX - Calvert Equity Fund Class A Fidelity Investments
WebThe Morningstar U.S. Equity Style Box™ is a grid that provides a graphical representation of the investment style of stocks and portfolios. It classifies securities according to market capitalization (the vertical axis) and 10 growth and value factors (the horizontal axis) and allows us to provide analysis ... WebDec 30, 2024 · Calvert Equity Fund CSIEX has $101.99 MILLION invested in fossil fuels, 1.7% of the fund. Fossil Free Funds. ... Performance data provided by Find more financial data on CSIEX at Morningstar.com. Current fund. CSIEX. Calvert Equity Fund. Family. Calvert Research and Management. Category. Large Growth. Find another fund. vs. … raymarine cricket club
Calvert Equity Fund (CSIEX) - U.S. News & World Report
WebDec 31, 2024 · Calvert Equity Fund (A) (CSIEX) - The Fund seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. - Domestic Equity Fund ... The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with at least ... WebDec 26, 2024 · CSIEX$38,339 S&P 500 TR USD$34,966 Category Average$31,796 Category: Large Growth Morningstar Category: Large-growth funds invest in big companies that are projected to grow faster than other large-cap stocks. Most of these funds focus on companies in rapidly expanding industries. Performance Returns 1,2 as of 11/30/2024 … WebSep 23, 2024 · CSIEX - Calvert Equity A - Review the CSIEX stock price, growth, performance, sustainability and more to help you make the best investments. Analyze the risk of the Calvert Equity A fund and see how it stands up against market … raymarine connect bluetooth