Calvert Equity Fund

Calvert Equity Fund is a registered fund series of Calvert Social Investment Fund (series S000008719). Net assets $3.8B as of 2026-03-31.

Profile

Advisers

Top holdings (67 reported)

Showing 15 of 67 holdings by value.

HoldingTickerValue% of fund
Mastercard Inc$184.0M485.22%
Thermo Fisher Scientific Inc$180.1M474.93%
Visa Inc$175.2M461.82%
Verisk Analytics Inc$170.1M448.37%
Alphabet Inc$169.0M445.61%
Danaher Corp$165.9M437.33%
TJX Cos Inc/The$163.1M429.95%
VeriSign Inc$159.0M419.17%
Zoetis Inc$155.6M410.26%
Microsoft Corp$140.1M369.47%
S&P Global Inc$131.3M346.29%
Morgan Stanley & Co. LLC$130.0M342.85%
Linde PLC$123.6M325.80%
Ecolab Inc$114.7M302.53%
Equifax Inc$110.8M292.26%

Net asset history

Report dateNet assets
2026-03-31$3.8B
2025-12-31$4.8B
2025-09-30$5.5B
2025-06-30$5.9B
2025-03-31$5.8B
2024-12-31$6.2B
2024-09-30$6.9B
2024-06-30$6.8B

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