# 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

- Series ID: S000008719
- Registrant: Calvert Social Investment Fund
- LEI: 5493008KHIQHXPKPLB89
- Net assets: $3.8B
- Total assets: $3.8B
- As of: 2026-03-31

## Advisers

- [Atlanta Capital Management Company, LLC (Subadvisor)](https://search.stillhousedata.com/firm/116719)
- [Calvert Research and Management (Advisor)](https://search.stillhousedata.com/firm/285127)

## Top holdings (67 reported)

_Showing 15 of 67 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Mastercard Inc](https://search.stillhousedata.com/security/57636Q104) | — | $184.0M | 485.22% |
| [Thermo Fisher Scientific Inc](https://search.stillhousedata.com/security/883556102) | — | $180.1M | 474.93% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $175.2M | 461.82% |
| [Verisk Analytics Inc](https://search.stillhousedata.com/security/92345Y106) | — | $170.1M | 448.37% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K107) | — | $169.0M | 445.61% |
| [Danaher Corp](https://search.stillhousedata.com/security/235851102) | — | $165.9M | 437.33% |
| [TJX Cos Inc/The](https://search.stillhousedata.com/security/872540109) | — | $163.1M | 429.95% |
| [VeriSign Inc](https://search.stillhousedata.com/security/92343E102) | — | $159.0M | 419.17% |
| [Zoetis Inc](https://search.stillhousedata.com/security/98978V103) | — | $155.6M | 410.26% |
| [Microsoft Corp](https://search.stillhousedata.com/security/594918104) | — | $140.1M | 369.47% |
| [S&P Global Inc](https://search.stillhousedata.com/security/78409V104) | — | $131.3M | 346.29% |
| [Morgan Stanley & Co. LLC](https://search.stillhousedata.com/security/61747C707) | — | $130.0M | 342.85% |
| Linde PLC | — | $123.6M | 325.80% |
| [Ecolab Inc](https://search.stillhousedata.com/security/278865100) | — | $114.7M | 302.53% |
| [Equifax Inc](https://search.stillhousedata.com/security/294429105) | — | $110.8M | 292.26% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: Calvert Social Investment Fund](https://search.stillhousedata.com/registrant/356682)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000008719.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.