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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1032 | 1203 | 1156 | 1589 | 2127 |
Fund Return | 8.44% | 3.21% | 20.29% | 4.94% | 9.7% | 7.84% |
Place in category | 6 | 13 | 9 | 15 | 20 | 27 |
% in Category | 6 | 16 | 6 | 10 | 13 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Balanced Portfolio Class I | 257.45M | 8.50 | 4.98 | 7.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.55B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.94 | 452.96 | +0.18% | |
NVIDIA | US67066G1040 | 3.58 | 124.43 | -1.56% | |
Apple | US0378331005 | 3.20 | 213.26 | +0.00% | |
Alphabet C | US02079K1079 | 3.18 | 186.21 | +0.45% | |
Amazon.com | US0231351067 | 2.85 | 197.98 | +2.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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