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By Tim McLaughlin BOSTON (Reuters) - Two of America’s best-known green investors are reassessing their stakes in global insurance broker Arthur J. Gallagher & Co after a...
Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1066 | 1259 | 1367 | 2010 | 3610 |
Fund Return | 2.89% | 6.62% | 25.89% | 10.98% | 14.99% | 13.7% |
Place in category | 897 | 362 | 512 | 640 | 308 | 80 |
% in Category | 65 | 27 | 38 | 50 | 28 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.31B | 4.53 | 6.57 | 13.57 | ||
Calvert Small Cap I | 2.28B | 3.22 | 5.57 | 9.58 | ||
Calvert Equity A | 2.16B | 4.50 | 6.30 | 13.23 | ||
Calvert Emerging Markets Equity Fui | 924.87M | 1.45 | -4.14 | 3.98 | ||
Calvert Balanced A | 919.41M | 2.09 | 8.09 | 8.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.58 | 232.62 | +2.18% | |
NVIDIA | US67066G1040 | 5.97 | 132.80 | -0.58% | |
Microsoft | US5949181045 | 5.67 | 411.44 | -0.19% | |
Amazon.com | US0231351067 | 3.63 | 232.76 | -0.16% | |
Alphabet A | US02079K3059 | 3.49 | 185.32 | -0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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