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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1083 | 1088 | 1327 | 1562 | 2242 |
Fund Return | 6.72% | 8.3% | 8.79% | 9.88% | 9.34% | 8.41% |
Place in category | 123 | 120 | 118 | 112 | 98 | 63 |
% in Category | 96 | 87 | 88 | 87 | 85 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.13B | 6.85 | 16.19 | 13.17 | ||
Calvert Equity I | 2.94B | 5.42 | 9.19 | 12.74 | ||
Calvert Equity A | 2.04B | 5.27 | 8.92 | 12.41 | ||
Calvert Small Cap I | 1.94B | -4.47 | 4.40 | 7.72 | ||
Calvert Emerging Markets Equity Fui | 942.78M | 16.95 | 8.23 | 5.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Investor Growth A | 4.97B | 8.67 | 12.72 | 9.71 | ||
American Funds Global Growth Port A | 3.63B | 12.13 | 15.13 | 9.66 | ||
JHancock Multimanager Lifestyle Ag1 | 2.48B | 8.36 | 11.59 | 8.80 | ||
Fidelity Asset Manager 85% | 2.46B | 10.37 | 12.18 | 9.19 | ||
MFS Aggressive Growth Allocation A | 1.81B | 9.20 | 10.65 | 9.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb Idx R6 | - | 18.85 | - | - | |
Calvert International Responsible Idx R6 | - | 11.08 | - | - | |
Calvert US Large Cap Growth Rspnb Idx R6 | - | 9.05 | - | - | |
Calvert US Large Cap Value Rspnb Idx R6 | - | 8.47 | - | - | |
Calvert Equity R6 | - | 8.13 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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