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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1019 | 1096 | 1092 | 1217 | 1589 |
Fund Return | 1.65% | 1.94% | 9.6% | 2.98% | 4% | 4.74% |
Place in category | 93 | 74 | 66 | 53 | 69 | 45 |
% in Category | 68 | 46 | 40 | 35 | 68 | 45 |
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% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.94B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 23.14 | 97.60 | +0.15% | |
Vanguard Total Bond Market | US9219378356 | 23.04 | 72.45 | +0.12% | |
Vanguard S&P 500 | US9229083632 | 18.32 | 561.30 | -0.42% | |
Vanguard FTSE Developed Markets | US9219438580 | 8.45 | 51.61 | +0.39% | |
iShares S&P 500 Growth | US4642873099 | 6.90 | 105.92 | -0.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Sell |
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