Atlanta High Quality Calvert Equity (S:0P0000FWX2)
154.31
-3.65
(-2.31%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Mastercard, Inc. | 4.71% | 489.82 | -0.37% |
| Verisk Analytics, Inc. | 4.61% | 183.55 | 0.03% |
| Visa, Inc. | 4.60% | 296.50 | -0.67% |
| Danaher Corp. | 4.58% | 189.72 | -0.56% |
| Alphabet, Inc. | 4.55% | 287.81 | -2.40% |
| Thermo Fisher Scientific, Inc. | 4.27% | 491.98 | -0.52% |
| The TJX Cos., Inc. | 4.05% | 161.74 | -0.18% |
| Zoetis, Inc. | 3.78% | 115.75 | -1.31% |
| Microsoft Corp. | 3.69% | 364.58 | -1.30% |
| VeriSign, Inc. | 3.60% | 253.28 | 1.00% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |