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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1038 | 1147 | 1113 | 1294 | 1889 |
Fund Return | 2.96% | 3.76% | 14.67% | 3.64% | 5.28% | 6.57% |
Place in category | 370 | 310 | 342 | 358 | 348 | 235 |
% in Category | 89 | 72 | 86 | 94 | 100 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.31B | 4.53 | 6.57 | 13.57 | ||
Calvert US Large Cap Core Rspnb I | 3.11B | 2.89 | 10.98 | 13.70 | ||
Calvert Small Cap I | 2.28B | 3.22 | 5.57 | 9.58 | ||
Calvert Equity A | 2.16B | 4.50 | 6.30 | 13.23 | ||
Calvert Emerging Markets Equity Fui | 924.87M | 1.45 | -4.14 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AptarGroup | US0383361039 | 3.69 | 142.29 | -0.69% | |
Copart | US2172041061 | 3.08 | 59.23 | +1.02% | |
Motorola | US6200763075 | 3.04 | 474.58 | -1.49% | |
Wyndham Hotels | US98311A1051 | 3.03 | 107.45 | -0.12% | |
Tradeweb Markets | US8926721064 | 2.95 | 124.45 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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