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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1010 | 1053 | 998 | 1046 | 1214 |
Fund Return | 2.98% | 0.96% | 5.34% | -0.08% | 0.9% | 1.96% |
Place in category | 149 | 142 | 137 | 150 | 177 | 97 |
% in Category | 51 | 49 | 47 | 60 | 74 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.6B | 13.04 | 5.20 | 13.25 | ||
Calvert US Large Cap Core Rspnb I | 3.1B | 27.76 | 9.68 | 13.27 | ||
Calvert Small Cap I | 2.46B | 20.87 | 6.60 | 9.83 | ||
Calvert Equity A | 2.21B | 12.78 | 4.93 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 965.9M | 7.61 | -4.22 | 3.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 75.3B | 2.78 | 0.50 | 2.41 | ||
Bridge Builder Municipal Bond | 15.8B | 3.02 | 0.39 | - | ||
American Funds Tax-Exempt Bond A | 11.92B | 3.55 | 0.11 | 2.42 | ||
Nuveen Intermediate Duration Muni | 7.04B | 3.12 | 0.06 | 2.43 | ||
American Funds Tax-Exempt Bond F2 | 5.79B | 3.72 | 0.29 | 2.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAN DIEGO CALIF UNI SCH DIST 5% | - | 1.54 | - | - | |
PORT PORTLAND ORE ARPT REV 5.25% | - | 1.52 | - | - | |
CONNECTICUT ST 5% | - | 1.31 | - | - | |
LOS ANGELES CALIF UNI SCH DIST 5.25% | - | 1.31 | - | - | |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5% | - | 1.28 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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