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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1007 | 1129 | 1157 | 1769 | 3363 |
Fund Return | 0.95% | 0.72% | 12.95% | 4.99% | 12.09% | 12.9% |
Place in category | 1160 | 1162 | 1165 | 512 | 701 | 458 |
% in Category | 96 | 95 | 99 | 50 | 66 | 57 |
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 Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 | ||
Calvert Balanced A | 797.89M | 3.64 | 3.22 | 7.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Vanguard Growth Index Adm | 75.44B | 6.23 | 6.91 | 14.56 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 456.78 | +0.28% | |
Visa A | US92826C8394 | 4.83 | 280.63 | +0.75% | |
Microsoft | US5949181045 | 4.75 | 414.74 | +0.59% | |
Danaher | US2358511028 | 4.70 | 253.43 | +0.80% | |
Thermo Fisher Scientific | US8835561023 | 4.69 | 593.35 | +2.67% |
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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