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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1061 | 1182 | 1168 | 1498 | 2417 |
Fund Return | 3.21% | 6.09% | 18.23% | 5.3% | 8.42% | 9.23% |
Place in category | 290 | 163 | 280 | 382 | 408 | 132 |
% in Category | 42 | 21 | 46 | 71 | 78 | 33 |
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 22.52B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.9B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AptarGroup | US0383361039 | 3.47 | 156.45 | -1.18% | |
Commerce Bancshares | US2005251036 | 3.20 | 68.59 | +0.34% | |
CBIZ | US1248051021 | 2.84 | 88.65 | +1.45% | |
Community Bank System | US2036071064 | 2.78 | 67.99 | +1.33% | |
Wyndham Hotels | US98311A1051 | 2.77 | 107.58 | +1.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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