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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 975 | 1132 | 881 | 1067 | 1477 |
Fund Return | 1.45% | -2.5% | 13.19% | -4.14% | 1.3% | 3.98% |
Place in category | 428 | 547 | 284 | 551 | 437 | 171 |
% in Category | 52 | 68 | 37 | 84 | 78 | 42 |
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 Balanced A | 919.41M | 2.09 | 8.09 | 8.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.96B | 0.43 | 1.47 | 4.80 | ||
Fidelity Series Emerging Markets | 21.97B | 1.86 | -0.98 | 5.15 | ||
American Funds New World R6 | 20.11B | 2.69 | 2.10 | 6.83 | ||
US00771X4198 | 20.5B | 0.06 | 2.94 | - | ||
American Funds New World F2 | 18.17B | 2.68 | 2.00 | 6.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 13.20 | 1,095.00 | +1.39% | |
Tencent Holdings | KYG875721634 | 6.40 | 517.00 | +6.20% | |
HDFC Bank | INE040A01034 | 3.65 | 1,692.50 | +0.32% | |
ICICI Bank | INE090A01021 | 3.48 | 1,232.95 | -1.36% | |
Alibaba | KYG017191142 | 2.88 | 138.50 | +14.56% |
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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