Calvert Equity Fund Class A (CSIEX)

Overview

The fund described focuses on equity securities, specifically targeting companies with prominent market capitalizations within the U.S. It adheres to a strategy of investing a substantial portion of its assets in common stocks, ensuring that at least 80% of its net assets, inclusive of borrowed funds for investment purposes, are committed to equity securities. The investment approach concentrates on common stocks from the top 1,000 U.S. listed companies, based on market capitalization, signaling a preference for large and potentially more stable enterprises. Additionally, the fund opens up to international exposure by allocating a portion of its investments to U.S. dollar-denominated securities of foreign entities that are accessible through U.S. markets, including depositary receipts, which offer ownership in foreign stocks.

Products and Services

• Equity Securities Investment:

This service involves the allocation of at least 80% of the fund’s net assets into equity securities, including common stock. It leverages borrowing for investment purposes, aiming to capitalize on the growth potential of equities by focusing on companies with significant market capitalizations.

• Investment in Top Market Cap Companies:

The strategy targets investments in common stocks of companies that are ranked within the top 1,000 U.S. listed companies by market capitalization. This approach intends to balance risk by investing in established companies with substantial market presence.

• U.S. Dollar-Denominated Foreign Securities Investment:

Up to 25% of the fund’s assets can be invested in U.S. dollar-denominated securities of foreign companies that are traded on the U.S. exchanges or in the over-the-counter market. This includes depositary receipts that evidence ownership in underlying foreign stocks, providing diversification and potentially enhancing returns through exposure to international markets.