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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1038 | 1167 | 1154 | 1523 | 2324 |
Fund Return | 3.15% | 3.84% | 16.66% | 4.9% | 8.78% | 8.8% |
Place in category | 129 | 124 | 134 | 158 | 132 | 69 |
% in Category | 60 | 66 | 71 | 87 | 75 | 48 |
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% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.94B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 7.15B | 3.49 | 8.47 | 10.13 | ||
JPMorgan Investor Growth A | 4.79B | 3.05 | 7.37 | 9.69 | ||
Franklin Mutual Shares Z | 4.09B | 3.69 | 7.16 | 6.82 | ||
American Funds Growth Portfolio 52A | 3.04B | 4.34 | 9.24 | 11.09 |
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 | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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