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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1178 | 1050 | 1290 | 1227 | 1604 | 2235 |
Fund Return | 17.77% | 5.02% | 29.02% | 7.06% | 9.91% | 8.38% |
Place in category | 16 | 587 | 15 | 54 | 76 | 74 |
% in Category | 3 | 73 | 3 | 11 | 15 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.8B | 12.22 | 6.93 | 13.81 | ||
Calvert US Large Cap Core Rspnb I | 2.97B | 20.88 | 9.77 | 13.35 | ||
Calvert Small Cap I | 2.33B | 11.83 | 4.14 | 9.81 | ||
Calvert Equity A | 2.24B | 12.01 | 6.67 | 13.46 | ||
Calvert Emerging Markets Equity Fui | 1.1B | 15.34 | -3.15 | 4.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.02B | 14.57 | 6.92 | 8.44 | ||
Vanguard Wellington Admiral | 100.41B | 13.87 | 6.17 | 8.69 | ||
American Funds American Balanced R6 | 54.73B | 14.83 | 7.25 | 8.77 | ||
Vanguard Balanced Index Adm | 46.77B | 14.11 | 5.56 | 8.54 | ||
Fidelity Balanced K | 8.87B | 15.42 | 7.06 | 9.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.80 | 408.46 | -0.47% | |
Apple | US0378331005 | 4.22 | 222.01 | -0.40% | |
NVIDIA | US67066G1040 | 3.79 | 136.05 | +0.48% | |
Alphabet C | US02079K1079 | 2.89 | 170.68 | -1.14% | |
Amazon.com | US0231351067 | 2.64 | 195.78 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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