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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1211 | 1043 | 1258 | 1224 | 1604 | 2196 |
Fund Return | 21.06% | 4.33% | 25.78% | 6.97% | 9.91% | 8.18% |
Place in category | 23 | 137 | 29 | 55 | 60 | 79 |
% in Category | 5 | 24 | 6 | 13 | 13 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.6B | 13.04 | 5.20 | 13.25 | ||
Calvert US Large Cap Core Rspnb I | 3.1B | 27.76 | 9.68 | 13.27 | ||
Calvert Small Cap I | 2.46B | 20.87 | 6.60 | 9.83 | ||
Calvert Equity A | 2.21B | 12.78 | 4.93 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 965.9M | 7.61 | -4.22 | 3.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.72B | 16.59 | 6.58 | 8.25 | ||
Vanguard Wellington Admiral | 102.03B | 17.05 | 6.03 | 8.62 | ||
American Funds American Balanced R6 | 55.47B | 16.91 | 6.91 | 8.59 | ||
Vanguard Balanced Index Adm | 47.65B | 17.54 | 5.48 | 8.44 | ||
Fidelity Advisor Balanced T | 42.26B | 18.15 | 6.15 | 9.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.66 | 435.25 | -0.31% | |
NVIDIA | US67066G1040 | 4.26 | 139.63 | +3.66% | |
Apple | US0378331005 | 4.15 | 255.27 | +0.31% | |
Federal National Mortgage Association 5.5% | - | 3.94 | - | - | |
Alphabet C | US02079K1079 | 2.91 | 195.99 | +1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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