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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 979 | 1126 | 1059 | 1461 | 2216 |
Fund Return | 12.58% | -2.08% | 12.58% | 1.93% | 7.88% | 8.28% |
Place in category | 124 | 154 | 124 | 154 | 127 | 67 |
% in Category | 66 | 80 | 66 | 85 | 69 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.34B | 8.66 | 2.01 | 12.79 | ||
Calvert US Large Cap Core Rspnb I | 2.98B | 24.15 | 7.37 | 12.98 | ||
Calvert Small Cap I | 2.26B | 12.24 | 1.79 | 8.86 | ||
Calvert Equity A | 2.09B | 8.39 | 1.76 | 12.44 | ||
Calvert Emerging Markets Equity Fui | 940.29M | 6.37 | -4.82 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.77B | 20.23 | 4.21 | 10.55 | ||
JHVIT Strategic Equity Allocation T | 7.11B | 15.65 | 5.37 | 9.55 | ||
JPMorgan Investor Growth A | 4.72B | 15.05 | 4.74 | 9.13 | ||
Franklin Mutual Shares Z | 4.07B | 11.51 | 5.68 | 6.21 | ||
American Funds Growth Portfolio 52A | 3B | 20.15 | 4.16 | 10.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb Idx R6 | - | 22.61 | - | - | |
Calvert US Large Cap Growth Rspnb Idx R6 | - | 10.92 | - | - | |
Calvert US Large Cap Value Rspnb Idx R6 | - | 8.81 | - | - | |
Calvert International Equity R6 | - | 8.24 | - | - | |
Calvert International Responsible Idx R6 | - | 8.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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