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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1072 | 1125 | 1101 | 1529 | 2373 |
Fund Return | 7.22% | 7.22% | 12.48% | 3.25% | 8.86% | 9.03% |
Place in category | 177 | 177 | 558 | 280 | 326 | 42 |
% in Category | 27 | 27 | 90 | 51 | 64 | 12 |
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 Equity A | 2.16B | 5.57 | 8.94 | 13.33 | ||
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% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55.2B | 7.52 | 3.80 | 8.94 | ||
Fidelity Small Cap Index Instl Pre | 26.78B | 5.19 | -0.02 | 7.74 | ||
Vanguard Small Cap Index I | 22.05B | 7.52 | 3.81 | 8.95 | ||
DFA US Small Cap I | 15.9B | 5.06 | 5.65 | 8.52 | ||
Vanguard Small Cap Index InstlPlus | 11.06B | 7.52 | 3.82 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Core & Main Inc Class A | - | 3.51 | - | - | |
CBIZ | US1248051021 | 3.19 | 73.10 | +0.76% | |
Chemed | US16359R1032 | 3.13 | 561.65 | +0.36% | |
AptarGroup | US0383361039 | 2.94 | 146.87 | +0.65% | |
Dorman | US2582781009 | 2.88 | 90.95 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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