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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1016 | 1084 | 1067 | 1328 | 1745 |
Fund Return | 5.55% | 1.55% | 8.44% | 2.17% | 5.84% | 5.73% |
Place in category | 110 | 241 | 245 | 146 | 128 | 115 |
% in Category | 36 | 66 | 64 | 47 | 45 | 62 |
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 Europacific Growth R | 64.77B | 4.88 | 2.17 | 6.06 | ||
Vanguard International Growth Adm | 35.84B | 5.84 | 0.46 | 9.28 | ||
American Funds Europacific Growth A | 19.48B | 4.84 | 1.79 | 5.68 | ||
American Funds Europacific Growth F | 18.46B | 4.87 | 2.06 | 5.95 | ||
WCM Focused International Growth I | 17.85B | 6.85 | 2.63 | 10.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 4.69 | 77.82 | +0.41% | |
Compass | GB00BD6K4575 | 3.90 | 2,764.00 | +1.10% | |
ASML Holding | NL0010273215 | 3.75 | 711.70 | -0.50% | |
Novo Nordisk B | DK0062498333 | 3.73 | 643.0 | +1.26% | |
Siemens AG | DE0007236101 | 3.71 | 208.93 | +0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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