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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1069 | 1036 | 741 | 1012 | 1402 |
Fund Return | 1.92% | 6.94% | 3.56% | -9.49% | 0.23% | 3.44% |
Place in category | 523 | 322 | 710 | 554 | 528 | 151 |
% in Category | 63 | 40 | 88 | 84 | 83 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.76B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.71B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.3B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.15B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.15B | 2.02 | -9.27 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.2B | 3.46 | -0.76 | 4.22 | ||
Fidelity Series Emerging Markets | 23.12B | 3.06 | -6.56 | 4.28 | ||
US00771X4198 | 19.92B | 9.91 | 3.08 | - | ||
American Funds New World F2 | 17.29B | 3.48 | -2.15 | 5.69 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.7B | 2.98 | -4.03 | 3.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 9.60 | 854.00 | +1.79% | |
Samsung Electronics Co | KR7005930003 | 7.93 | 77,400 | +2.79% | |
Tencent Holdings Ltd | - | 4.49 | - | - | |
Prosus | NL0013654783 | 3.12 | 34.25 | +0.57% | |
Bank Rakyat Persero | ID1000118201 | 3.05 | 4,450 | +1.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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