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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 932 | 1093 | 1101 | 1581 | 2197 |
Fund Return | 0.39% | -6.82% | 9.35% | 3.25% | 9.6% | 8.19% |
Place in category | 34 | 45 | 137 | 360 | 382 | 112 |
% in Category | 6 | 8 | 22 | 67 | 73 | 28 |
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 | 0.61 | 11.22 | 12.72 | ||
Calvert Small Cap I | 2.28B | 0.41 | 3.50 | 8.53 | ||
Calvert Equity A | 2.16B | 3.25 | 7.96 | 12.35 | ||
Calvert Emerging Markets Equity Fui | 924.87M | 2.03 | -2.10 | 3.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.54B | -1.14 | 5.79 | 8.59 | ||
Fidelity Small Cap Index Instl Pre | 25.76B | -2.85 | 3.49 | 7.38 | ||
Vanguard Small Cap Index I | 21.96B | -1.13 | 5.81 | 8.60 | ||
DFA US Small Cap I | 14.99B | -1.96 | 5.79 | 8.33 | ||
Vanguard Small Cap Index InstlPlus | 12.31B | -1.13 | 5.81 | 8.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Commerce Bancshares | US2005251036 | 3.09 | 60.10 | +0.70% | |
CBIZ | US1248051021 | 3.06 | 67.23 | -2.09% | |
Wyndham Hotels | US98311A1051 | 2.96 | 89.41 | -2.13% | |
AptarGroup | US0383361039 | 2.73 | 146.41 | +0.26% | |
Essential Properties | US29670E1073 | 2.71 | 31.40 | +1.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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