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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1018 | 1143 | 1108 | 1492 | 2104 |
Fund Return | 3.71% | 1.84% | 14.29% | 3.47% | 8.33% | 7.72% |
Place in category | 71 | 252 | 77 | 99 | 55 | 63 |
% in Category | 10 | 36 | 12 | 18 | 11 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 378.21M | 3.80 | 3.55 | 7.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.16B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.8B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.10 | - | - | |
NVIDIA Corp | - | 3.57 | - | - | |
Apple Inc | - | 3.12 | - | - | |
Amazon.com Inc | - | 3.07 | - | - | |
Alphabet Inc Class C | - | 2.81 | - | - |
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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