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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.89 | 3.89 | 0.00 |
Shares | 59.04 | 59.04 | 0.00 |
Bonds | 36.74 | 36.74 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.79 | 18.21 |
Price to Book | 5.80 | 3.08 |
Price to Sales | 3.45 | 2.07 |
Price to Cash Flow | 17.54 | 11.96 |
Dividend Yield | 0.87 | 2.00 |
5 Years Earnings Growth | 14.41 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.77 | 22.93 |
Financial Services | 12.70 | 14.97 |
Healthcare | 12.17 | 13.35 |
Communication Services | 10.70 | 7.20 |
Industrials | 10.69 | 10.85 |
Consumer Cyclical | 10.15 | 10.09 |
Consumer Defensive | 4.19 | 6.31 |
Real Estate | 2.49 | 3.56 |
Energy | 2.25 | 5.46 |
Basic Materials | 1.53 | 3.52 |
Utilities | 1.36 | 3.04 |
Number of long holdings: 547
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.10 | - | - | |
NVIDIA Corp | - | 3.57 | - | - | |
Apple Inc | - | 3.12 | - | - | |
Amazon.com Inc | - | 3.07 | - | - | |
Alphabet Inc Class C | - | 2.81 | - | - | |
Federal National Mortgage Association 5% | - | 2.21 | - | - | |
Federal National Mortgage Association 4% | - | 2.12 | - | - | |
United States Treasury Notes 1.875% | - | 1.98 | - | - | |
AbbVie Inc | - | 1.70 | - | - | |
Visa Inc Class A | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 |
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