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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1046 | 1121 | 1174 | 1674 | 3212 |
Fund Return | 4.41% | 4.55% | 12.14% | 5.5% | 10.86% | 12.38% |
Place in category | 213 | 1039 | 1069 | 988 | 901 | 653 |
% in Category | 21 | 95 | 99 | 97 | 95 | 87 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.86B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 89.5B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.87B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.97 | 567.16 | +0.15% | |
Visa A | US92826C8394 | 4.87 | 347.48 | -0.56% | |
Microsoft | US5949181045 | 4.62 | 415.82 | +0.61% | |
Danaher | US2358511028 | 4.44 | 210.01 | -1.00% | |
Thermo Fisher Scientific | US8835561023 | 4.40 | 572.71 | -1.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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