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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1018 | 1140 | 1100 | 1474 | 2040 |
Fund Return | 3.64% | 1.8% | 14.01% | 3.22% | 8.07% | 7.39% |
Place in category | 77 | 278 | 86 | 138 | 68 | 89 |
% in Category | 11 | 38 | 13 | 23 | 13 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.23B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 98.09B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.17B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 44.21B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.11 | 412.88 | -0.20% | |
Apple | US0378331005 | 3.53 | 186.79 | +0.28% | |
NVIDIA | US67066G1040 | 3.19 | 907.63 | +0.40% | |
Amazon.com | US0231351067 | 3.06 | 185.09 | -0.79% | |
Alphabet C | US02079K1079 | 2.73 | 170.92 | +0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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