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CSIEX
Calvert Equity Fund Class A
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

CSIEX Mutual Fund Holdings Information

Compare
Holdings Count
46
Total Assets
6.25B
Top 10 Percentage
43.14%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
46 Holdings
46 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
V
Visa Inc.
4.87%
$303.95M
―
$674.33B
29.46%
22 Buy
4 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
4.86%
$303.58M
―
$507.97B
26.11%
17 Buy
2 Hold
0 Sell
Strong Buy
―
GOOG
Alphabet Inc. Class C
4.78%
$298.17M
―
$2.00T
-1.88%
16 Buy
1 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
4.65%
$289.97M
―
$3.24T
7.04%
30 Buy
4 Hold
0 Sell
Strong Buy
―
TMO
Thermo Fisher Scientific
4.49%
$280.43M
―
$159.89B
-26.00%
17 Buy
3 Hold
0 Sell
Strong Buy
―
DHR
Danaher Corporation
4.42%
$275.78M
―
$142.45B
-19.86%
14 Buy
2 Hold
0 Sell
Strong Buy
―
TJX
TJX Companies
4.14%
$258.32M
―
$144.34B
35.85%
18 Buy
1 Hold
0 Sell
Strong Buy
―
SPGI
S&P Global
3.95%
$246.74M
―
$155.38B
19.15%
15 Buy
0 Hold
0 Sell
Strong Buy
―
VRSK
Verisk Analytics
3.53%
$220.08M
―
$41.13B
23.84%
6 Buy
5 Hold
1 Sell
Moderate Buy
―
INTU
Intuit Inc.
3.44%
$214.81M
―
$176.59B
0.38%
20 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

22.97%Technology22.86%Financial17.60%Healthcare10.84%Consumer Cyclical9.22%Industrials7.21%Basic Materials5.95%Communication Services3.35%Real Estate22.97%Technology
Technology
22.97%
Financial
22.86%
Healthcare
17.60%
Consumer Cyclical
10.84%
Industrials
9.22%
Basic Materials
7.21%
Communication Services
5.95%
Real Estate
3.35%

Countries Breakdown

97.35%United States97.35%United States
United States
97.35%

Breakdown By Smart Score

15.66%Outperform1023.29%Outperform926.40%Outperform86.35%Neutral713.09%Neutral66.59%Neutral58.62%Neutral48
The weighted average smart score of the CSIEX Mutual Fund is 8
10
15.66%
9
23.29%
8
26.40%
7
6.35%
6
13.09%
5
6.59%
4
8.62%
3
0.00%
2
0.00%
1
0.00%

CSIEX Mutual Funds FAQ

What are Mutual Funds CSIEX’s top 3 holdings?
CSIEX’s top 3 holdings are V, MA, GOOG.
    What is Mutual Funds CSIEX’s holdings count?
    Mutual Funds CSIEX’s is holdings 46 different assets.
      What are the total assets of Mutual Funds CSIEX?
      Mutual Funds CSIEX’s total assets are 6.25B.

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