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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1046 | 1064 | 1097 | 1282 | 1182 | 1750 |
| Fund Return | 4.62% | 6.41% | 9.74% | 8.64% | 3.4% | 5.76% |
| Place in category | 157 | 63 | 165 | 184 | 183 | 105 |
| % in Category | 76 | 34 | 79 | 90 | 92 | 66 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.5B | 12.60 | 20.61 | 15.66 | ||
| Calvert Equity A | 1.51B | -10.31 | 3.91 | 11.56 | ||
| Calvert Equity I | 1.4B | -10.19 | 4.18 | 11.87 | ||
| Calvert Emerging Markets Equity Fui | 1.33B | 31.54 | 24.37 | 10.75 | ||
| Calvert Balanced A | 934.63M | 3.63 | 13.56 | 9.56 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 40.04B | 3.31 | 8.44 | 5.80 | ||
| Vanguard Tax-Managed Balanced Adm | 12.25B | 6.29 | 12.02 | 8.65 | ||
| Vanguard Wellesley Income Inv | 7.35B | 3.27 | 8.37 | 5.72 | ||
| American Funds Income Portfolio A | 6.72B | 5.29 | 11.63 | 7.19 | ||
| American Funds Tx-Advtg Inc A | 4.98B | 7.25 | 12.44 | 7.86 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Calvert Bond R6 | - | 26.77 | - | - | |
| Calvert Core Bond I | - | 18.01 | - | - | |
| Calvert US Large Cap Growth Rspnb Idx R6 | - | 9.35 | - | - | |
| Calvert US Large Cap Core Rspnb Idx R6 | - | 9.11 | - | - | |
| Calvert Mortgage Access I | - | 7.03 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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