Calvert Equity I
CEYIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Bethesda, MD 20814 Bethesda MD United States of America 20814
- IPO Date
- Oct 29, 1999
- CIK
- 0000356682
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Equity I (CEYIX) is a mutual fund managed by Calvert Research and Management, a division of Eaton Vance Management focused on sustainable and responsible investing in U.S. equities. The fund seeks long-term capital appreciation by investing primarily in common stocks of large-cap companies that meet Calvert's environmental, social, and governance (ESG) criteria; it employs a bottom-up fundamental analysis process emphasizing companies with strong financials, competitive advantages, and positive societal impact across sectors such as technology, healthcare, consumer discretionary, and industrials. Holdings typically include blue-chip names like Microsoft Corp., Apple Inc., and Alphabet Inc., with sector allocations dynamically adjusted based on ESG alignment and market opportunities; the fund also permits up to 20% in foreign securities and may use derivatives for hedging or efficient portfolio management [ from prior search, adapted]. Established as part of Calvert's legacy dating back to 1976, with headquarters in Washington, D.C., under parent company Morgan Stanley Investment Management following Eaton Vance's 2021 acquisition, the fund operates globally but targets primarily U.S. domestic markets for institutional and retail investors seeking ESG-integrated equity exposure. In recent developments within the last two years, Calvert Equity I benefited from Morgan Stanley's 2024 expansion of sustainable investment platforms, including a strategic alliance with BlackRock to enhance ESG data analytics and reporting capabilities; additionally, the fund launched an enhanced share class in early 2025 with lower expense ratios (around 0.75%) to attract more retirement plan allocations, amid a broader reorganization integrating Calvert's equity strategies post-regulatory updates on ESG disclosures. No major name changes or divestitures reported, though operational shifts include increased emphasis on climate transition investing in line with 2025 SEC guidelines.