Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.63 | 1.63 | 0.00 |
Stocks | 98.36 | 98.36 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.63 | 20.15 |
Price to Book | 3.21 | 3.28 |
Price to Sales | 2.96 | 2.60 |
Price to Cash Flow | 16.57 | 14.47 |
Dividend Yield | 2.28 | 1.86 |
5 Years Earnings Growth | 9.66 | 12.38 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.69 | 13.04 |
Industrials | 16.18 | 18.69 |
Financial Services | 16.11 | 14.54 |
Technology | 15.01 | 19.36 |
Consumer Defensive | 12.71 | 7.50 |
Consumer Cyclical | 8.77 | 12.57 |
Utilities | 4.00 | 1.30 |
Basic Materials | 3.38 | 7.26 |
Communication Services | 3.15 | 5.27 |
Number of long holdings: 48
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 4.96 | 76.00 | +0.05% | |
ASML Holding | NL0010273215 | 3.92 | 642.10 | +1.68% | |
Iberdrola | ES0144580Y14 | 3.76 | 13.585 | +1.95% | |
AstraZeneca | GB0009895292 | 3.74 | 10,474.0 | +4.09% | |
Siemens AG | DE0007236101 | 3.53 | 177.56 | +0.89% | |
Compass | GB00BD6K4575 | 3.43 | 2,649.00 | +0.95% | |
AIA Group | HK0000069689 | 3.38 | 56.45 | -0.70% | |
Novo Nordisk B | DK0062498333 | 3.36 | 750.9 | +4.03% | |
IMCD NV | NL0010801007 | 3.18 | 140.15 | +2.04% | |
Reckitt Benckiser | GB00B24CGK77 | 3.16 | 4,847.0 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.57B | 8.34 | 3.45 | 13.10 | ||
Calvert US Large Cap Core Rspnb I | 2.93B | 19.80 | 6.97 | 12.93 | ||
Calvert Small Cap I | 2.25B | 9.13 | 1.64 | 8.86 | ||
Calvert Equity A | 2.15B | 8.12 | 3.19 | 12.75 | ||
Calvert Emerging Markets Equity Fui | 1.02B | 10.67 | -4.80 | 3.98 |
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