CSIEX
Calvert Equity A
1W: -1.8%
1M: -3.5%
3M: +1.1%
YTD: -5.7%
1Y: -23.7%
3Y: +0.3%
5Y: -8.8%
$62.60
+0.07 (+0.11%)
Weekly Expected Move ±1.7%
$60
$61
$63
$64
$65
Similar ETFs
20 peers by holdings overlap (67 holdings)
EAALX
Eaton Vance-Atlanta Capital Focused Growth
73.5%
Shared21 holdings
Total21
AUM$457M
Price$19.08
WBALX
Weitz Conservative Allocation Fund;Investor
37.2%
Shared12 holdings
Total27
AUM$166M
Price$16.39
WVALX
Weitz Large Cap Equity Fund - Investor Class
35.0%
Shared10 holdings
Total29
AUM$634M
Price$42.99
DFDPX
DF Dent Premier Growth Investor
32.0%
Shared15 holdings
Total37
AUM$196M
Price$36.68
YCGEX
YCG Enhanced
31.9%
Shared14 holdings
Total35
AUM$452M
Price$26.69
BGRWX
Barrett Growth Fund
28.3%
Shared11 holdings
Total28
AUM$22M
Price$28.29
PBCKX
Principal Blue Chip Fund
27.6%
Shared16 holdings
Total38
AUM$7.5B
Price$41.84
POLRX
Polen Growth Fund;Investor
27.2%
Shared10 holdings
Total26
AUM$3.2B
Price$31.18
ROGSX
Red Oak Technology Select Fund
27.2%
Shared15 holdings
Total28
AUM$843M
Price$65.74
BDAFX
Baron Durable Advantage Fund Retail Shares
25.9%
Shared12 holdings
Total30
AUM$521M
Price$35.08
WPVLX
Weitz Multi Cap Equity Fund - Investor Class
25.5%
Shared9 holdings
Total31
AUM$479M
Price$29.70
DGLAX
BNY Mellon Global Stock Fund - Class A
25.5%
Shared17 holdings
Total46
AUM$397M
Price$16.84
IWIRX
Guinness Atkinson Global Innovators Fund - Investor Class
24.8%
Shared10 holdings
Total30
AUM$328M
Price$63.75
PGIRX
Polen Global Growth Fund
24.7%
Shared9 holdings
Total31
AUM$211M
Price$20.58
MSFAX
Morgan Stanley Inst Global Franchise I
23.5%
Shared10 holdings
Total32
AUM$1.7B
Price$27.36
MINVX
Madison Large Cap Fund Class Y
23.5%
Shared9 holdings
Total29
AUM$313M
Price$30.25
GTCEX
Glenmede Strategic Equity Portfolio
23.2%
Shared11 holdings
Total41
AUM$101M
Price$26.27
BUFGX
Buffalo Growth
23.2%
Shared14 holdings
Total38
AUM$175M
Price$39.12
QGRPX
UBS US Quality Growth At Rsnbl Prc P
23.1%
Shared12 holdings
Total31
AUM$314M
Price$19.70
PRWAX
T. Rowe Price All-Cap Opportunities Fund
23.0%
Shared14 holdings
Total82
AUM$7.4B
Price$81.13
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CSIEX | $3.3B | 45 | 43.8% | 13.7 | 4.7 | 5.5 | 39.8% | 40.2% | 1.11% | +9.3% | +26.4% | 62.8 | 6.2 |
| EAALX | $457M | 21 | 63.7% | 14.1 | 4.9 | 6.0 | 40.7% | 42.8% | 1.15% | +10.9% | +29.2% | 63.8 | 5.9 |
| WBALX | $166M | 27 | 23.3% | 12.4 | 2.7 | 3.9 | 23.6% | 31.4% | 1.07% | +8.9% | +35.5% | 65.0 | 6.6 |
| WVALX | $634M | 29 | 55.8% | 9.5 | 2.7 | 3.3 | 32.3% | 34.9% | 0.76% | +13.5% | +31.1% | 63.5 | 6.4 |
| DFDPX | $196M | 37 | 45.1% | 16.7 | 5.2 | 4.9 | 37.3% | 29.2% | 0.76% | +16.7% | +25.7% | 65.5 | 6.3 |
| YCGEX | $452M | 35 | 45.9% | 13.5 | 4.3 | 3.8 | 36.7% | 28.5% | 1.62% | +12.0% | +25.9% | 66.8 | 6.7 |
| BGRWX | $22M | 28 | 60.5% | 14.5 | 4.3 | 4.4 | 34.6% | 30.1% | 1.15% | +27.3% | +33.8% | 59.8 | 6.1 |
| PBCKX | $7.5B | 38 | 70.0% | 13.6 | 4.0 | 3.9 | 33.9% | 28.4% | 1.24% | +11.1% | +49.5% | 58.4 | 6.3 |
| POLRX | $3.2B | 26 | 57.6% | 16.5 | 5.4 | 5.3 | 39.0% | 31.9% | 1.09% | +20.7% | +35.0% | 68.5 | 6.5 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| BDAFX | $521M | 30 | 59.1% | 3.9 | 1.3 | 1.7 | 39.6% | 44.9% | 1.09% | +21.7% | +35.4% | 61.1 | 6.4 |