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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1049 | 1086 | 743 | 1123 | 1372 |
Fund Return | 3.77% | 4.88% | 8.63% | -9.41% | 2.34% | 3.21% |
Place in category | 484 | 186 | 671 | 571 | 479 | 155 |
% in Category | 58 | 24 | 84 | 86 | 79 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.76B | 3.96 | 6.38 | 13.24 | ||
Calvert US Large Cap Core Rspnb I | 2.71B | 10.28 | 7.65 | 12.77 | ||
Calvert Small Cap I | 2.3B | 3.44 | 0.88 | 8.80 | ||
Calvert Equity A | 2.15B | 3.86 | 6.12 | 12.88 | ||
Calvert Emerging Markets Equity Fui | 1.15B | 3.87 | -9.20 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 27.99B | 5.60 | -0.83 | 4.09 | ||
Fidelity Series Emerging Markets | 23.12B | 5.08 | -6.54 | 4.01 | ||
US00771X4198 | 20.41B | 13.19 | 2.74 | - | ||
American Funds New World F2 | 17.61B | 6.06 | -2.27 | 5.59 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.96B | 4.97 | -3.97 | 3.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 9.31 | 940.00 | -3.09% | |
Samsung Electronics Co | KR7005930003 | 7.02 | 80,600 | +0.75% | |
Tencent Holdings | KYG875721634 | 5.28 | 380.60 | -0.21% | |
Prosus | NL0013654783 | 3.48 | 34.66 | +0.29% | |
Infosys | INE009A01021 | 2.94 | 1,527.15 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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