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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1000 | 1290 | 1042 | 1451 | 2262 |
Fund Return | 8.88% | 0.03% | 28.97% | 1.39% | 7.74% | 8.5% |
Place in category | 304 | 103 | 395 | 350 | 424 | 125 |
% in Category | 50 | 17 | 70 | 67 | 83 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.57B | 8.34 | 3.45 | 13.10 | ||
Calvert US Large Cap Core Rspnb I | 2.93B | 19.80 | 6.97 | 12.93 | ||
Calvert Small Cap I | 2.25B | 9.13 | 1.64 | 8.86 | ||
Calvert Equity A | 2.15B | 8.12 | 3.19 | 12.75 | ||
Calvert Emerging Markets Equity Fui | 1.02B | 10.67 | -4.80 | 3.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.85B | 11.56 | 2.46 | 9.08 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 9.65 | 0.09 | 8.08 | ||
Vanguard Small Cap Index I | 22.74B | 11.56 | 2.47 | 9.09 | ||
DFA US Small Cap I | 17.82B | 9.31 | 4.54 | 8.85 | ||
Vanguard Small Cap Index InstlPlus | 11.6B | 11.58 | 2.48 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AptarGroup | US0383361039 | 3.39 | 172.04 | -0.27% | |
Essential Properties | US29670E1073 | 3.18 | 33.96 | +0.41% | |
Chemed | US16359R1032 | 3.04 | 573.45 | +0.23% | |
Dorman | US2582781009 | 2.83 | 142.83 | +0.80% | |
Commerce Bancshares | US2005251036 | 2.67 | 73.96 | -0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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