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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1025 | 1057 | 999 | 1367 | 2285 |
Fund Return | 0.24% | 2.54% | 5.66% | -0.04% | 6.45% | 8.61% |
Place in category | 219 | 229 | 585 | 286 | 349 | 46 |
% in Category | 34 | 35 | 95 | 53 | 68 | 12 |
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 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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 22.05B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.62B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Core & Main Inc Class A | - | 3.51 | - | - | |
CBIZ | US1248051021 | 3.19 | 76.88 | -0.16% | |
Chemed | US16359R1032 | 3.13 | 570.23 | -0.87% | |
AptarGroup | US0383361039 | 2.94 | 147.16 | -0.90% | |
Dorman | US2582781009 | 2.88 | 92.91 | +0.51% |
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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