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CTEYX

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1d
1w
1m

Analysis and statistics

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About

CTEYX is the ticker symbol for the Calvert Equity Fund Class A shares. This fund is managed by Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management. The fund typically invests in a diversified portfolio of U.S. companies, focusing on those that meet Calvert's responsible investment criteria, which includes environmental, social, and governance (ESG) factors in their investment selection process. The investment objective of the fund is to seek long-term capital appreciation. Investors should review the fund's prospectus for complete information regarding investment objectives, risks, fees, and expenses before investing.
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Factors

Fund Performance: A fund's past returns and relative performance compared to its benchmark index influence investor demand, impacting its price.

Market Conditions: Broad market trends, economic indicators like interest rates and inflation, and investor sentiment can drive overall demand for bond funds like CTEYX.

Interest Rate Changes: As a bond fund, CTEYX is sensitive to interest rate fluctuations. Rising rates typically cause bond prices to fall, and vice versa.

Credit Risk: The creditworthiness of the bonds held in CTEYX's portfolio affects its price. Downgrades can negatively impact fund value.

Fund Flows: Significant inflows of cash into or outflows from the fund can affect its share price due to buying or selling pressure on underlying assets.

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