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

Calvert Equity A is an asset management company focused on investing in equity securities, primarily large U.S. corporations. The fund allocates a minimum of 80% of its total assets to common stocks, with flexibility to invest in foreign securities.

Products and Services

• Investment in common stocks of large U.S. corporations
• Allocation of assets to U.S. dollar-denominated foreign securities
• Focus on top 1,000 publicly listed companies by market capitalization

Growth Outlook

• Recent stock price range between $58.51 and $82.87 indicates market interest
• Dividend yield of 23.84% reflects strong income potential for investors
• Flexibility to invest in foreign securities enhances growth opportunities

Financial Highlights

• Recent dividend per share of $15.30 showcases commitment to returning value
• Market capitalization of approximately $3.39 billion indicates substantial size
• Beta of 0.76 suggests lower volatility compared to the overall market

Calvert Equity A operates with a clear strategy of investing in large-cap U.S. equities while maintaining the ability to diversify into foreign markets. The fund's significant dividend yield and robust market capitalization position it as a noteworthy option for investors seeking income and growth. The recent stock price performance, along with its low beta, suggests a stable investment environment, appealing to those looking for a balanced approach in asset management.