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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1071 | 1190 | 1186 | 1563 | 2112 |
Fund Return | 7.14% | 7.14% | 19.04% | 5.85% | 9.35% | 7.76% |
Place in category | 94 | 94 | 96 | 98 | 77 | 89 |
% in Category | 12 | 12 | 15 | 17 | 15 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 5.63 | 9.22 | 13.70 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 10.12 | 9.47 | 12.96 | ||
Calvert Small Cap I | 2.26B | 7.22 | 3.25 | 9.03 | ||
Calvert Equity A | 2.16B | 5.57 | 8.94 | 13.33 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.09 | -9.22 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.87B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.53 | 6.00 | 8.29 | ||
American Funds American Balanced R6 | 51.33B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.11 | 406.66 | +2.22% | |
Apple | US0378331005 | 3.53 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 3.19 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.06 | 186.24 | +0.82% | |
Alphabet C | US02079K1079 | 2.73 | 169.01 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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