CEYRX Mutual Fund
CEYRX Mutual Fund
Calvert Equity Fund Class R6

CEYRX Mutual Fund Overview
CEYRX Mutual Fund (Calvert Equity Fund Class R6) is managed by Calvert with $48.9M in net assets. CEYRX expense ratio is 0.59%, holding 67 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2017-10-03.
CEYRX performance shows a YTD return of -6.87%. The 1-year return is -8.52% and the 5-year return is 3.36%. CEYRX dividend yield stands at 20.68%, paid annually.
CEYRX top holdings include Mastercard Inc (4.8%), Thermo Fisher (4.8%), Visa Inc Class A (4.6%), Verisk Analytics Inc (4.5%), Alphabet Inc. C (4.5%). View all CEYRX holdings, sector breakdown, or dividend history.
CEYRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CEYRX alternatives are available via the screener, along with tax-loss harvesting opportunities.