Calvert Equity Portfolio Fund Quote
| CSECX Fund | USD 17.94 0.11 0.62% |
PerformanceWeakest
| Odds Of DistressLow
|
Calvert Equity is trading at 17.94 as of the 16th of February 2026; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 17.83. Calvert Equity has less than a 16 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2025 and ending today, the 16th of February 2026. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. More on Calvert Equity Portfolio
Moving against CALVERT Mutual Fund
CALVERT Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Large Growth Funds, Large Growth, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2026 |
| Fiscal Year End | September |
Calvert Equity Portfolio [CSECX] is traded in USA and was established 16th of February 2026. Calvert Equity is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Calvert Research and Management family. This fund currently has accumulated 4.57 B in assets under management (AUM) with no minimum investment requirementsCalvert Equity Portfolio is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.0%, while the total return for the last 3 years was 6.74%.
Check Calvert Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on CALVERT Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding CALVERT Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Equity Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Calvert Equity Portfolio Risk Profiles
| Mean Deviation | 1.46 | |||
| Standard Deviation | 5.41 | |||
| Variance | 29.22 | |||
| Risk Adjusted Performance | (0.10) |
Calvert Equity Against Markets
CALVERT Mutual Fund Analysis Notes
The fund generated returns of 6.0% over the last ten years. Calvert Equity Portfolio holds 94.96% of assets under management (AUM) in equities. Large Blend For more info on Calvert Equity Portfolio please contact the company at 800-368-2745.Calvert Equity Portfolio Investment Alerts
| Calvert Equity generated a negative expected return over the last 90 days | |
| Calvert Equity has high historical volatility and very poor performance | |
| The fund holds 94.96% of its assets under management (AUM) in equities |
Top Calvert Equity Portfolio Mutual Fund Constituents
| DLTR | Dollar Tree | Stock | |
| APH | Amphenol | Stock | |
| ACN | Accenture plc | Stock | |
| IEX | IDEX Corporation | Stock | |
| INTU | Intuit Inc | Stock | |
| ZTS | Zoetis Inc | Stock | |
| VRSK | Verisk Analytics | Stock | |
| V | Visa Class A | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| MSFT | Microsoft | Stock | |
| MA | Mastercard | Stock | |
| ICE | Intercontinental Exchange | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| ECL | Ecolab Inc | Stock | |
| DHR | Danaher | Stock | |
| DG | Dollar General | Stock | |
| AMT | American Tower Corp | Stock | |
| PX | P10 Inc | Stock |
Calvert Equity Outstanding Bonds
Calvert Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Equity Portfolio uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most CALVERT bonds can be classified according to their maturity, which is the date when Calvert Equity Portfolio has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Calvert Equity Predictive Daily Indicators
Calvert Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 17.94 | |||
| Day Typical Price | 17.94 | |||
| Price Action Indicator | 0.055 | |||
| Period Momentum Indicator | 0.11 |
Calvert Equity Forecast Models
Calvert Equity's time-series forecasting models are one of many Calvert Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in CALVERT Mutual Fund
Calvert Equity financial ratios help investors to determine whether CALVERT Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in CALVERT with respect to the benefits of owning Calvert Equity security.
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