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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1033 | 1201 | 1157 | 1587 | 2153 |
Fund Return | 8.5% | 3.27% | 20.08% | 4.98% | 9.68% | 7.97% |
Place in category | 30 | 81 | 39 | 45 | 68 | 60 |
% in Category | 6 | 14 | 7 | 10 | 13 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 378.21M | 8.44 | 4.94 | 7.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.62B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 51.87B | 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 Corp | - | 5.10 | - | - | |
NVIDIA Corp | - | 3.57 | - | - | |
Apple Inc | - | 3.12 | - | - | |
Amazon.com Inc | - | 3.07 | - | - | |
Alphabet Inc Class C | - | 2.81 | - | - |
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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