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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 968 | 1087 | 1062 | 1709 | 3331 |
Fund Return | 8.66% | -3.17% | 8.66% | 2.01% | 11.32% | 12.79% |
Place in category | 1083 | 1094 | 1083 | 932 | 856 | 574 |
% in Category | 100 | 99 | 100 | 90 | 89 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.1B | 24.15 | 7.37 | 12.98 | ||
Calvert Small Cap I | 2.46B | 12.24 | 1.79 | 8.86 | ||
Calvert Equity A | 2.21B | 8.39 | 1.76 | 12.44 | ||
Calvert Emerging Markets Equity Fui | 965.9M | 6.37 | -4.82 | 4.03 | ||
Calvert Balanced A | 920.2M | 19.00 | 5.44 | 8.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 150.92B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.13B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 68.33B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Thermo Fisher Scientific | US8835561023 | 4.76 | 542.31 | -0.48% | |
Danaher | US2358511028 | 4.76 | 235.07 | -1.27% | |
Mastercard | US57636Q1040 | 4.76 | 504.67 | -2.27% | |
Visa A | US92826C8394 | 4.62 | 307.71 | -1.56% | |
Microsoft | US5949181045 | 4.33 | 418.95 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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