Calvert Equity Fund

Shareclass
Calvert Equity A (CSIEX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Tobacco grade: No holdings flagged for our tobacco screens. Assigned a grade of A.
How we track tobacco investments
A
$0
INVESTED IN TOBACCO
OR TOBACCO-PROMOTING
ENTERTAINMENT COMPANIES
Tobacco companies that produce or manufacture tobacco products
Tobacco producers
that produce or manufacture tobacco products
Entertainment companies that show smoking in movies marketed to kids
Tobacco-promoting entertainment companies
that show smoking in movies marketed to kids
0
holdings flagged
0%
of assets flagged
Member of The Forum for Sustainable and Responsible Investment icon
Member of the Forum for Sustainable and Responsible Investment
This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.
Tobacco Exclusion Policy
Tobacco Exclusion Policy
This fund has a policy to exclude investments in companies involved in the production, licensing, and/or retailing of tobacco products, or in the manufacturing of products necessary for production of tobacco products.
As of August 30, 2020
Tobacco companies
Tobacco companies
0 holdings
0% of assets
$0 invested
Tobacco-promoting entertainment companies
Tobacco-promoting entertainment companies
0 holdings
0% of assets
$0 invested
Why entertainment companies?
“R”-rating future movies with smoking will prevent one million tobacco deaths in this generation of U.S. kids. Hollywood studios and their parent companies, the nation’s best-known entertainment companies, are well aware of the public health risk, but continue to intentionally expose millions of kids.
Tell Hollywood to rate smoking “R”
Join our call to eliminate smoking from youth-rated movies
Take action
This fund contains
0 investments in tobacco producers and tobacco-promoting entertainment companies
Tobacco companies icon
Tobacco companies
0 holdings
Tobacco-promoting entertainment companies icon
Tobacco-promoting entertainment companies
0 holdings
Are entertainment companies rated the same as tobacco companies?
No - tobacco companies bear greater responsibility to the tobacco epidemic, and our grading methodology reflects this. However, the scientific consensus is that tobacco depictions in movies cause kids to begin smoking. Public health impacts can damage a company’s reputation and brand value, decreasing long-term shareholder value. Asset managers should be engaging entertainment companies by signing investor letters, supporting shareholder resolutions, or otherwise pressing entertainment companies to remove smoking from youth-rated movies.
Financial performance
Performance data provided byMorningstarFind more financial data on CSIEX at Morningstar.com
Current fund
CSIEX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.4% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.68% less invested
Less invested in tobacco producers 
0.6% less invested
Less invested in tobacco-promoting entertainment companies 
1.08% less invested
Current fund
CSIEX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.4% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.68% less invested
Less invested in tobacco producers 
0.6% less invested
Less invested in tobacco-promoting entertainment companies 
1.08% less invested
Current fund
CSIEX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-0.4% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.68% less invested
Less invested in tobacco producers 
0.6% less invested
Less invested in tobacco-promoting entertainment companies 
1.08% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Overall exposure
This fund
CSIEX - Calvert Equity Fund
18%
4.93%
12%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
1.68% 
Fund compared to benchmark
 
-16.21%
-6.47%
-3.32%
-0.4%
1.68%  lower
Find more financial data on CSIEX at Morningstar.com
Take Action
Take action and sign our letter to the media companies
Find mutual funds that steer clear of tobacco
Talk to your retirement plan manager about tobacco-free investment options
Use FossilFreeFunds.org to see the climate impact of this fund
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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