Calvert Equity R6 (CEYRX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert Equity R6 (CEYRX) trades at $81.95 with AI Score 44/100 (Grade C). Calvert Equity R6 (CEYRX) is a mutual fund that invests primarily in equity securities of large U. S. companies. Market cap: $3.44B, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for CEYRX: CEYRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CEYRX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CEYRX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Calvert Equity R6 (CEYRX) Financial Services Profile
Calvert Equity R6 is a financial services fund focusing on equity securities of top 1,000 U.S. listed companies, allocating up to 25% to U.S. dollar-denominated securities of foreign companies. With a market cap of $3.44B and a beta of 0.91, it offers investors exposure to large-cap equity markets.
What Is the Investment Thesis for CEYRX?
Calvert Equity R6 presents an investment opportunity for those seeking exposure to large-cap U.S. equities with a focus on responsible investing. With a market capitalization of $3.44B and a beta of 0.91, the fund offers a diversified portfolio of established companies. A key value driver is the fund's commitment to ESG factors, which may attract investors increasingly focused on sustainability. The fund's ability to allocate up to 25% of its assets to foreign companies provides some international diversification. The absence of a dividend yield may deter income-seeking investors. Growth catalysts include the increasing adoption of ESG investing strategies and the potential for capital appreciation in the large-cap equity market. However, potential risks include market volatility and the performance of the underlying holdings.
Based on FMP financials and quantitative analysis
CEYRX Key Highlights
Market Cap: $4.32B indicates the fund's significant presence in the asset management industry, reflecting the value of its holdings.
- Beta: 0.91 suggests the fund's volatility is slightly lower than the overall market, potentially offering some downside protection during market downturns.
- Investment Focus: At least 80% of net assets invested in equity securities of top 1,000 U.S. listed companies provides exposure to established large-cap companies.
- Foreign Investment: Up to 25% of assets can be invested in U.S. dollar-denominated securities of foreign companies, offering some international diversification.
- ESG Integration: The fund's commitment to ESG factors may attract investors seeking responsible investment options.
Who Are CEYRX's Competitors?
CEYRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CEYIX Calvert Equity I | $82.27 | +1.89% | $3.44B | 44 |
| CSIEX Calvert Equity A | $65.16 | +1.89% | $3.44B | 44 |
| GOGIX John Hancock Funds III International Growth Fund Class I | $38.71 | +0.10% | $6.42B | 47 |
| GOIGX John Hancock Fds III, International Growth Fund Class A | $38.29 | +0.10% | $6.39B | 47 |
| HLQVX JPMorgan Large Cap Value Fund Class I | $23.92 | +0.67% | $5.27B | 44 |
| GBDC Golub Capital BDC, Inc. | $13.21 | +0.30% | $3.44B | 90 |
| WT WisdomTree, Inc. | $22.82 | +0.55% | $3.49B | 92 |
| AB AllianceBernstein Holding L.P. | $36.02 | -0.58% | $3.35B | 80 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CEYRX's Key Strengths?
Strong brand reputation for responsible investing.
- Experienced management team with expertise in ESG integration.
- Diversified portfolio of large-cap U.S. equities.
- Established distribution network through financial advisors and institutional channels.
What Are CEYRX's Weaknesses?
Absence of dividend yield may deter income-seeking investors.
- Reliance on market performance for asset growth.
- Competition from other ESG-focused funds.
- Potential for underperformance relative to benchmark.
What Could Drive CEYRX Stock Higher?
Increasing adoption of ESG investing strategies by institutional and retail investors.
- Potential for capital appreciation in the large-cap equity market.
- Launch of new ESG-focused investment products by Calvert.
- Partnerships and acquisitions to expand reach and capabilities in the ESG investment market.
What Are the Key Risks for CEYRX?
Market volatility and economic downturns could negatively impact fund performance.
- Changes in investor preferences and regulatory requirements could affect demand for ESG investments.
- Increased competition from new entrants in the ESG investment market.
- Potential for greenwashing and reputational damage if ESG claims are not substantiated.
What Are the Growth Opportunities for CEYRX?
- Increasing ESG Adoption: The growing demand for ESG-focused investments presents a significant growth opportunity for Calvert Equity R6. As investors increasingly prioritize sustainability and social responsibility, funds that integrate ESG factors into their investment process are likely to attract more capital. Timeline: Ongoing.
- Expansion of ESG Investment Strategies: Calvert Equity R6 can expand its investment strategies to include a wider range of ESG factors, such as climate change, diversity and inclusion, and corporate governance. By incorporating these factors into its investment process, the fund can attract a broader range of investors who are interested in specific ESG issues. This expansion can also help the fund to differentiate itself from its competitors and enhance its brand reputation. Timeline: Ongoing.
- Product Diversification: Calvert Equity R6 can diversify its product offerings to include other ESG-focused investment products, such as sustainable bond funds, impact investing funds, and thematic funds. By offering a wider range of products, the fund can cater to the diverse needs and preferences of ESG investors. This diversification can also help the fund to reduce its reliance on a single product and enhance its overall growth potential. Timeline: Ongoing.
- Partnerships and Acquisitions: Calvert Equity R6 can pursue partnerships and acquisitions to expand its reach and capabilities in the ESG investment market. By partnering with other ESG-focused organizations, the fund can gain access to new markets, technologies, and expertise. Acquisitions can also help the fund to consolidate its position in the market and enhance its competitive advantage. Timeline: Ongoing.
- Technological Innovation: Calvert Equity R6 can leverage technological innovation to enhance its ESG investment process and improve its performance. By using data analytics, artificial intelligence, and other technologies, the fund can identify and assess ESG risks and opportunities more effectively. This can help the fund to make better investment decisions and generate higher returns for its investors. Timeline: Ongoing.
What Are CEYRX's Competitive Advantages?
- Brand Reputation: Calvert has a strong reputation for responsible investing and ESG integration.
- Established Track Record: The fund has a long history of managing assets and delivering returns to investors.
- Distribution Network: Calvert has a well-established distribution network through financial advisors and institutional channels.
What Does CEYRX Do?
Calvert Equity R6 is a mutual fund managed by Calvert Research and Management. The fund's primary investment objective is to seek long-term capital appreciation by investing predominantly in equity securities. Founded with a commitment to responsible investing, Calvert aims to integrate environmental, social, and governance (ESG) factors into its investment process. The fund typically invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities, primarily common stock. It focuses on companies having market capitalizations that rank among the top 1,000 U.S. listed companies, providing exposure to the large-cap equity market. Calvert Equity R6 may also allocate up to 25% of its assets to U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market, including depositary receipts. This allocation allows for some international diversification. The fund operates within the asset management industry, offering investors a vehicle to participate in the potential growth of established U.S. and select foreign companies. Calvert's approach emphasizes both financial performance and responsible corporate behavior, appealing to investors seeking both returns and alignment with ESG principles.
What Products and Services Does CEYRX Offer?
- Invests primarily in equity securities of large U.S. companies.
- Focuses on companies within the top 1,000 U.S. listed companies.
- May invest up to 25% of assets in U.S. dollar-denominated securities of foreign companies.
- Integrates environmental, social, and governance (ESG) factors into its investment process.
- Seeks long-term capital appreciation for its investors.
- Provides a diversified portfolio of established companies.
How Does CEYRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total value of the assets managed.
- Performance-based fees may also be charged if the fund outperforms its benchmark.
What Industry Does CEYRX Operate In?
Calvert Equity R6 operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is experiencing a growing demand for ESG-focused investment products, driven by increasing awareness of sustainability and social responsibility. Funds like CEYRX that integrate ESG factors into their investment process are well-positioned to capture this trend. The competitive landscape includes both traditional asset managers and specialized ESG-focused funds. The fund's focus on large-cap U.S. equities places it in a segment of the market that is generally less volatile than small-cap or emerging market equities.
Who Are CEYRX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
CEYRX Valuation & Market Position
With a $3.44B market cap, Calvert Equity R6 sits in the mid-cap segment of the market. Relative to its peer group, CEYRX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
Key Financial Metrics
Return on equity for Calvert Equity R6 stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CEYRX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CEYRX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation for responsible investing.
- Experienced management team with expertise in ESG integration.
- Diversified portfolio of large-cap U.S. equities.
- Established distribution network through financial advisors and institutional channels.
Bear Case
- Absence of dividend yield may deter income-seeking investors.
- Reliance on market performance for asset growth.
- Competition from other ESG-focused funds.
- Potential for underperformance relative to benchmark.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CEYRX Latest News
No recent news available for CEYRX.
CEYRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CEYRX.
Price Targets
Wall Street price target analysis for CEYRX.
CEYRX MoonshotScore
What does this score mean?
The MoonshotScore rates CEYRX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Calvert Equity R6 (CEYRX) — Financial Services
What does the AI Score mean for CEYRX?
CEYRX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Calvert Equity R6 (CEYRX) is a mutual fund that invests primarily in equity securities of large U.S. companies. The fund aims to provide long-term capital appreciation by focusing on companies …
What does Calvert Equity R6 do?
Calvert Equity R6 is a mutual fund that focuses on investing in equity securities of large U.S. companies, specifically those within the top 1,000 U.S. listed companies. The fund integrates environmental, social, and governance (ESG) factors into its investment process, aiming to provide long-term capital appreciation while promoting responsible corporate behavior.
What are the main risks for CEYRX?
The main risks for Calvert Equity R6 include market volatility, which can negatively impact the value of its equity holdings. Economic downturns and changes in investor sentiment can also affect fund performance. Additionally, the fund faces competition from other ESG-focused funds and traditional asset managers. Regulatory changes and evolving investor preferences for ESG factors could also pose risks.
How does Calvert Equity R6 make money in financial services?
Calvert Equity R6 generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically calculated as a percentage of the total value of the assets managed by the fund. The fund may also earn revenue from performance-based fees if it outperforms its benchmark.
What regulatory challenges does Calvert Equity R6 face?
Calvert Equity R6 faces regulatory challenges related to compliance with securities laws and regulations, including the Investment Company Act of 1940. The fund must adhere to strict rules regarding investment practices, disclosure requirements, and investor protection. Additionally, the fund is subject to scrutiny from regulatory bodies such as the Securities and Exchange Commission (SEC).
What are the key factors to evaluate for CEYRX?
Calvert Equity R6 (CEYRX) holds an AI score of 44/100 (low). Calvert Equity R6 presents an investment opportunity for those seeking exposure to large-cap U.S. Not financial advice.
How frequently does CEYRX data refresh on this page?
CEYRX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CEYRX's recent stock price performance?
Calvert Equity R6 (CEYRX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation for responsible investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CEYRX overvalued or undervalued right now?
Calvert Equity R6 (CEYRX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- AI analysis is pending for CEYRX and may provide additional insights.
- Investors should consult with a financial advisor before making any investment decisions.