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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1062 | 1263 | 1214 | 1837 | 3535 |
Fund Return | 12.01% | 6.24% | 26.34% | 6.67% | 12.94% | 13.46% |
Place in category | 1115 | 120 | 1104 | 713 | 874 | 486 |
% in Category | 97 | 13 | 96 | 69 | 85 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.8B | 12.22 | 6.93 | 13.81 | ||
Calvert US Large Cap Core Rspnb I | 2.97B | 20.88 | 9.77 | 13.35 | ||
Calvert Small Cap I | 2.33B | 11.83 | 4.14 | 9.81 | ||
Calvert Emerging Markets Equity Fui | 1.1B | 15.34 | -3.15 | 4.69 | ||
Calvert Balanced A | 899.07M | 17.77 | 7.06 | 8.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 146.37B | 22.91 | 7.56 | 13.48 | ||
Fidelity Contrafund | 136.16B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 12.16B | 31.38 | 12.49 | 15.34 | ||
Vanguard Growth Index Adm | 84.02B | 24.02 | 10.46 | 15.54 | ||
JPMorgan Large Cap Growth R6 | 63.51B | 27.39 | 11.64 | 17.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 4.92 | 291.85 | +0.38% | |
Thermo Fisher Scientific | US8835561023 | 4.79 | 555.47 | -0.44% | |
Mastercard | US57636Q1040 | 4.70 | 505.58 | -0.49% | |
Danaher | US2358511028 | 4.66 | 247.18 | -0.23% | |
Microsoft | US5949181045 | 4.24 | 408.46 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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