Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1041 | 1020 | 1118 | 1299 | 1182 | 1741 |
| Fund Return | 4.11% | 2.01% | 11.79% | 9.12% | 3.4% | 5.7% |
| Place in category | 159 | 91 | 179 | 188 | 180 | 116 |
| % in Category | 81 | 54 | 83 | 91 | 91 | 73 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.5B | 12.28 | 23.22 | 15.56 | ||
| Calvert Equity A | 1.51B | -8.26 | 6.73 | 11.65 | ||
| Calvert Equity I | 1.4B | -8.16 | 7.00 | 11.96 | ||
| Calvert Emerging Markets Equity Fui | 1.33B | 30.67 | 25.81 | 10.95 | ||
| Calvert Small Cap I | 880.63M | 1.75 | 5.53 | 8.09 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 40.6B | 3.47 | 9.25 | 6.05 | ||
| Vanguard Tax-Managed Balanced Adm | 12.26B | 5.71 | 13.16 | 8.68 | ||
| Vanguard Wellesley Income Inv | 7.46B | 3.44 | 9.17 | 5.97 | ||
| American Funds Income Portfolio A | 6.73B | 5.02 | 12.41 | 7.36 | ||
| American Funds Tx-Advtg Inc A | 4.91B | 6.11 | 13.18 | 7.87 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Calvert Bond R6 | - | 26.88 | - | - | |
| Calvert Core Bond I | - | 18.08 | - | - | |
| Calvert US Large Cap Growth Rspnb Idx R6 | - | 9.35 | - | - | |
| Calvert US Large Cap Core Rspnb Idx R6 | - | 9.10 | - | - | |
| Calvert Mortgage Access I | - | 7.07 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review