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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1008 | 1132 | 1166 | 1792 | 3473 |
Fund Return | 1.03% | 0.77% | 13.23% | 5.25% | 12.37% | 13.26% |
Place in category | 1159 | 1156 | 1160 | 481 | 649 | 378 |
% in Category | 96 | 94 | 99 | 47 | 61 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
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 K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
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 | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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