Calvert Equity R6
CEYRX
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
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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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 6, 2017
- CIK
- 0000356682
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Equity Fund Class R6 (CEYRX) is an open-end mutual fund that seeks growth of capital through investment primarily in a diversified portfolio of U.S. large-cap equity securities, with a focus on companies demonstrating high or improving quality and effective management of financially material environmental, social and governance (ESG) factors; it employs a blend investment style in the large growth category, benchmarked against the Russell 1000 Growth Index. The fund offers exposure to leading sectors including financial services (21.96%), healthcare (19.59%), technology (19.45%), industrials (11.43%) and basic materials (7.47%), with top holdings such as Mastercard Inc. (4.85%), Alphabet Inc. (4.82%), Thermo Fisher Scientific Inc. (4.81%), Microsoft Corp. (4.62%) and Danaher Corp. (4.61%); it maintains a net expense ratio of 0.58%, total net assets of $5.46 billion and share class size of $656.70 million, available exclusively to eligible investors meeting a $5 million minimum initial investment or qualifying employer-sponsored plans. Operated by Calvert Research and Management, a wholly owned subsidiary of Morgan Stanley Investment Management headquartered in Washington, D.C., the R6 share class launched on October 3, 2017, with portfolio managers Joseph Hudepohl, Jeffrey Miller, Lance Garrison and Robert Walton in place since June 16, 2015. The fund emphasizes responsible investing principles rooted in Calvert's pioneering history since 1976, including proprietary fundamental research, direct company engagement and a Special Equities program for high social impact investments representing approximately 0.224% of the portfolio as of June 30, 2025. In recent developments, Calvert Research and Management expanded its U.S. investment offerings in September 2023 by launching new funds such as the Calvert Global Equity Fund (acquiring Eaton Vance Focused Global Opportunities Fund), Calvert Global Small Cap Equity Fund (acquiring Eaton Vance Global Small-Cap Equity Fund) and Calvert US Small/Mid Cap Equity Fund, enhancing its suite of ESG-integrated equity strategies while maintaining focus on competitive long-term returns through financially material ESG analysis; additionally, the firm introduced education platforms like the Tax Forward Investing Center and Alternatives Investing Center in recent years to support advisor resources. The fund operates primarily in the United States, with 97.35% allocation to U.S. stocks, targeting institutional and high-net-worth investors seeking growth-oriented, responsible equity exposure.