Calvert Social Investment Fund - Calvert Equity Fund(NASDAQMUTFUND) CEYIX

Calvert Equity I is an asset management fund that primarily invests in U.S. companies ranked among the top 1,000 by market capitalization. The fund allocates at least 80% of its total net assets to common stock, with the option to invest in foreign securities as well.

Products and Services

• Investment in U.S. common stocks of large-cap companies
• Allocation of up to 25% in U.S. dollar-denominated foreign securities
• Focus on sustainable and responsible investing practices

Growth Outlook

• Market capitalization of the fund stands at approximately $3.3 billion
• Dividend yield of 19.56% reflects strong income generation potential
• Stock price range over the past year indicates solid performance stability

Financial Highlights

• Recent dividend per share of $15.45 demonstrates commitment to shareholder returns
• Stock price has fluctuated between $73.85 and $100.53 in the last year
• Beta of 0.76 suggests lower volatility compared to the overall market

Calvert Equity I focuses on large-cap U.S. companies, providing investors with a diversified portfolio that emphasizes sustainable practices. The fund's significant market capitalization and high dividend yield indicate a robust income-generating capability, appealing to income-focused investors. The stock's price stability, as evidenced by its range over the past year, further enhances its attractiveness in the asset management sector. With a lower beta, the fund presents a potentially less volatile investment option compared to the broader market, making it a noteworthy consideration for those interested in equity investments.