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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1049 | 1088 | 749 | 1137 | 1412 |
Fund Return | 3.87% | 4.89% | 8.85% | -9.2% | 2.6% | 3.51% |
Place in category | 467 | 182 | 661 | 548 | 452 | 132 |
% in Category | 55 | 24 | 83 | 83 | 77 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.76B | 3.96 | 6.38 | 13.24 | ||
Calvert US Large Cap Core Rspnb I | 2.71B | 10.28 | 7.65 | 12.77 | ||
Calvert Small Cap I | 2.3B | 3.44 | 0.88 | 8.80 | ||
Calvert Equity A | 2.15B | 3.86 | 6.12 | 12.88 | ||
Calvert Balanced A | 832.02M | 8.39 | 4.73 | 7.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.82B | 5.60 | -0.83 | 4.09 | ||
Fidelity Series Emerging Markets | 23.12B | 5.08 | -6.54 | 4.01 | ||
US00771X4198 | 21.01B | 13.19 | 2.74 | - | ||
American Funds New World F2 | 17.57B | 6.06 | -2.27 | 5.59 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.96B | 4.97 | -3.97 | 3.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 9.31 | 922.00 | +0.33% | |
Samsung Electronics Co | KR7005930003 | 7.02 | 79,600 | +1.27% | |
Tencent Holdings | KYG875721634 | 5.28 | 379.80 | 0.00% | |
Prosus | NL0013654783 | 3.48 | 33.92 | -1.04% | |
Infosys | INE009A01021 | 2.94 | 1,488.90 | -0.34% |
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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