Calvert Equity Fund C (CSECX)
33.24
-0.16
(-0.48%)
USD |
May 28 2025
CSECX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.08% |
| Stock | 95.88% |
| Bond | 1.97% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.07% |
Market Capitalization
As of March 31, 2025
| Large | 76.19% |
| Mid | 20.90% |
| Small | 2.90% |
Region Exposure
| Americas | 92.22% |
|---|---|
|
North America
|
92.22% |
| United States | 92.22% |
|
Latin America
|
0.00% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.65% |
|---|---|
| United Kingdom | 2.99% |
|
Europe Developed
|
2.66% |
| Ireland | 2.66% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.13% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.45% |
| Materials |
|
7.85% |
| Consumer Discretionary |
|
8.25% |
| Financials |
|
11.44% |
| Real Estate |
|
3.91% |
| Sensitive |
|
46.67% |
| Communication Services |
|
5.37% |
| Energy |
|
0.00% |
| Industrials |
|
8.65% |
| Information Technology |
|
32.65% |
| Defensive |
|
19.04% |
| Consumer Staples |
|
1.84% |
| Health Care |
|
17.20% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.83% |
| Non Classified Equity |
|
0.08% |
| Not Classified - Non Equity |
|
2.75% |
As of July 31, 2024
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |