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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1021 | 1023 | 748 | 1056 | 1443 |
Fund Return | 2.09% | 2.09% | 2.29% | -9.22% | 1.09% | 3.73% |
Place in category | 570 | 570 | 727 | 608 | 517 | 130 |
% in Category | 62 | 62 | 89 | 88 | 81 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.99B | 5.63 | 9.22 | 13.70 | ||
Calvert US Large Cap Core Rspnb I | 2.75B | 10.12 | 9.47 | 12.96 | ||
Calvert Small Cap I | 2.48B | 7.22 | 3.25 | 9.03 | ||
Calvert Equity A | 2.27B | 5.57 | 8.94 | 13.33 | ||
Calvert Balanced A | 826.72M | 7.14 | 5.85 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 26.91B | 2.38 | -0.23 | 4.18 | ||
Fidelity Series Emerging Markets | 23.12B | 2.94 | -6.19 | 4.30 | ||
US00771X4198 | 19.35B | 10.35 | 3.61 | - | ||
American Funds New World F2 | 16.96B | 5.19 | -0.18 | 5.87 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.6B | 1.89 | -3.77 | 3.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 10.02 | 772.00 | -2.28% | |
Samsung Electronics Co | KR7005930003 | 7.14 | 78,000 | +0.65% | |
Prosus | NL0013654783 | 4.59 | 32.69 | +3.74% | |
Tencent Holdings | KYG875721634 | 4.11 | 360.40 | +3.80% | |
Bank Rakyat Persero | ID1000118201 | 3.13 | 4,760 | -3.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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