CSIEX Rating, Research - Calvert Social Investment Equity A

Calvert Social Investment Equity A (csiex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 238

Threats + Weaknesses = 144

When strengths & opportunities substantially exceed threats & weaknesses an investment in the csiex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Calvert Social Investment Equity A (CSIEX) Description: CSIEX is a mutual fund, which is an investment that owns a basket of assets. The CSIEX mutual fund was provided by Calvert and this investment vehicle derives the majority of its value from equity holdings (stocks). Calverts mutual fund has a long management tenure and is in the large fund size classification. CSIEXs minimum initial investment amount is $2000 while the IRA minimum is $2000. CSIEXs expense ratio is roughly 1%. The latest CSIEXs front end load was 5% and the back end load was 0%. The Calvert Social Investment Equity A (CSIEX) mutual fund falls under the large-cap growth category. CSIEX focuses its investments in USA and CSIEX is not affiliated with a particular industry or fund sector. The Calvert Social Investment Equity A (CSIEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CSIEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CSIEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research). It invests in companies that Fidelity Management & Research Company (FMR) believes have above-average growth potential (stocks (see stock research) of these companies are often called "growth" stocks (see stock research)). The fundses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions to select investments from domestic and foreign issuers.

Management Analysis Update

Performance Analysis Update