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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1048 | 1197 | 1271 | 1701 | 2506 |
Fund Return | 3.8% | 4.79% | 19.71% | 8.32% | 11.2% | 9.62% |
Place in category | 37 | 38 | 28 | 27 | 26 | 27 |
% in Category | 62 | 57 | 53 | 44 | 46 | 57 |
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 | 2.89 | 10.98 | 13.70 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P MidCap 400 | US78467Y1073 | 1.69 | 580.29 | -0.98% | |
Williams-Sonoma | US9699041011 | 0.77 | 209.33 | -2.02% | |
Illumina | US4523271090 | 0.70 | 97.20 | -5.63% | |
Expand Energy | US1651677353 | 0.69 | 106.15 | -1.21% | |
EMCOR | US29084Q1004 | 0.69 | 424.64 | -2.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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