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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1200 | 1303 | 1940 | 3610 |
Fund Return | 5.63% | 5.63% | 20.01% | 9.22% | 14.17% | 13.7% |
Place in category | 1202 | 1202 | 1168 | 509 | 698 | 372 |
% in Category | 99 | 99 | 98 | 49 | 65 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 Emerging Markets Equity Fui | 1.22B | 2.09 | -9.22 | 3.73 | ||
Calvert Balanced A | 826.72M | 7.14 | 5.85 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 75.44B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 54.17B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.90 | 444.35 | -1.52% | |
Visa A | US92826C8394 | 4.83 | 269.38 | +0.28% | |
Microsoft | US5949181045 | 4.75 | 400.30 | +2.82% | |
Danaher | US2358511028 | 4.70 | 248.42 | +0.73% | |
Thermo Fisher Scientific | US8835561023 | 4.69 | 580.56 | +2.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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