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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1197 | 1293 | 1916 | 3495 |
Fund Return | 5.57% | 5.57% | 19.71% | 8.94% | 13.89% | 13.33% |
Place in category | 1203 | 1203 | 1173 | 544 | 734 | 441 |
% in Category | 99 | 99 | 99 | 52 | 69 | 55 |
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 Emerging Markets Equity Fui | 1.18B | 2.09 | -9.22 | 3.73 | ||
Calvert Balanced A | 797.89M | 7.14 | 5.85 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 132.95B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 53.1B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 443.61 | +0.57% | |
Visa A | US92826C8394 | 4.83 | 268.47 | +0.32% | |
Microsoft | US5949181045 | 4.75 | 406.66 | +2.22% | |
Danaher | US2358511028 | 4.70 | 248.34 | +0.61% | |
Thermo Fisher Scientific | US8835561023 | 4.69 | 571.95 | +0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Strong Buy |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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