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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1017 | 1083 | 1050 | 1209 | 1569 |
Fund Return | 1.63% | 1.74% | 8.26% | 1.63% | 3.87% | 4.61% |
Place in category | 330 | 274 | 341 | 354 | 269 | 151 |
% in Category | 69 | 63 | 79 | 83 | 71 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.34B | 4.53 | 6.57 | 13.57 | ||
Calvert US Large Cap Core Rspnb I | 2.98B | 2.89 | 10.98 | 13.70 | ||
Calvert Small Cap I | 2.26B | 3.22 | 5.57 | 9.58 | ||
Calvert Equity A | 2.09B | 4.50 | 6.30 | 13.23 | ||
Calvert Emerging Markets Equity Fui | 940.29M | 1.45 | -4.14 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.83B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert Bond R6 | - | 25.67 | - | - | |
Calvert Core Bond I | - | 11.07 | - | - | |
Calvert US Large Cap Core Rspnb Idx R6 | - | 8.66 | - | - | |
Calvert Ultra-Short Duration Income R6 | - | 6.36 | - | - | |
Calvert Flexible Bond Fund Class R6 | - | 6.08 | - | - |
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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