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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1209 | 1092 | 1321 | 1211 | 1581 | 2554 |
Fund Return | 20.87% | 9.2% | 32.06% | 6.6% | 9.59% | 9.83% |
Place in category | 248 | 241 | 349 | 285 | 398 | 95 |
% in Category | 41 | 42 | 59 | 50 | 76 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.6B | 13.04 | 5.20 | 13.25 | ||
Calvert US Large Cap Core Rspnb I | 3.1B | 27.76 | 9.68 | 13.27 | ||
Calvert Equity A | 2.21B | 12.78 | 4.93 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 965.9M | 7.61 | -4.22 | 3.69 | ||
Calvert Balanced A | 920.2M | 21.06 | 6.97 | 8.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 23.28 | 7.50 | 10.06 | ||
Fidelity Small Cap Index Instl Pre | 29.53B | 21.69 | 5.11 | 9.20 | ||
Vanguard Small Cap Index I | 24.71B | 23.28 | 7.51 | 10.07 | ||
DFA US Small Cap I | 16.47B | 20.81 | 8.80 | 9.91 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 23.30 | 7.52 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AptarGroup | US0383361039 | 3.68 | 158.52 | +0.21% | |
Essential Properties | US29670E1073 | 3.06 | 31.66 | +0.41% | |
Dorman | US2582781009 | 2.95 | 130.87 | -0.37% | |
Commerce Bancshares | US2005251036 | 2.90 | 62.76 | -0.43% | |
Wyndham Hotels | US98311A1051 | 2.72 | 101.53 | +1.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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