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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1035 | 1253 | 1130 | 1740 | 2400 |
Fund Return | 7.64% | 3.47% | 25.33% | 4.15% | 11.71% | 9.15% |
Place in category | 24 | 21 | 26 | 27 | 26 | 23 |
% in Category | 34 | 27 | 36 | 49 | 38 | 44 |
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 Emerging Markets Equity Fui | 1.15B | 3.87 | -9.20 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.64B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P MidCap 400 | US78467Y1073 | 1.17 | 535.08 | +0.28% | |
Vistra Energy | US92840M1027 | 0.97 | 85.98 | -1.42% | |
Carlisle | US1423391002 | 0.72 | 405.21 | -1.46% | |
Williams-Sonoma | US9699041011 | 0.70 | 282.37 | -1.72% | |
Godaddy Inc | US3802371076 | 0.65 | 139.71 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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