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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1031 | 1113 | 1032 | 1460 | 2131 |
Fund Return | 2.64% | 3.11% | 11.35% | 1.05% | 7.86% | 7.86% |
Place in category | 142 | 116 | 160 | 147 | 113 | 57 |
% in Category | 71 | 51 | 85 | 78 | 62 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.07B | 5.10 | 2.47 | 9.61 | ||
JHVIT Strategic Equity Allocation T | 7.28B | 4.04 | 4.88 | 8.86 | ||
JPMorgan Investor Growth A | 4.31B | 4.37 | 3.73 | 8.89 | ||
Franklin Mutual Shares Z | 3.99B | 3.30 | 4.33 | 5.81 | ||
Franklin Mutual Shares A | 2.75B | 3.19 | 4.07 | 5.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb Idx R6 | - | 20.15 | - | - | |
Calvert US Large Cap Value Rspnb Idx R6 | - | 10.32 | - | - | |
Calvert US Large Cap Growth Rspnb Idx R6 | - | 9.48 | - | - | |
Calvert International Equity R6 | - | 7.39 | - | - | |
Calvert International Responsible Idx R6 | - | 7.24 | - | - |
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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