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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1029 | 1301 | 1168 | 1574 | 2162 |
Fund Return | 16.66% | 2.88% | 30.05% | 5.33% | 9.5% | 8.01% |
Place in category | 18 | 79 | 21 | 50 | 65 | 77 |
% in Category | 4 | 12 | 4 | 11 | 13 | 17 |
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.56B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.90 | 417.00 | +1.00% | |
Apple | US0378331005 | 4.25 | 229.87 | +0.59% | |
Federal National Mortgage Association 5.5% | - | 4.00 | - | - | |
NVIDIA | US67066G1040 | 3.81 | 141.95 | -3.22% | |
Alphabet C | US02079K1079 | 2.79 | 166.57 | -1.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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