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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1070 | 1038 | 747 | 1024 | 1443 |
Fund Return | 2.02% | 7.01% | 3.81% | -9.27% | 0.47% | 3.73% |
Place in category | 507 | 293 | 701 | 541 | 506 | 125 |
% in Category | 60 | 36 | 87 | 83 | 81 | 31 |
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 Balanced A | 797.89M | 3.64 | 3.22 | 7.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 28.05B | 3.46 | -0.76 | 4.22 | ||
Fidelity Series Emerging Markets | 23.12B | 3.06 | -6.56 | 4.28 | ||
US00771X4198 | 20.13B | 9.91 | 3.08 | - | ||
American Funds New World F2 | 17.75B | 3.48 | -2.15 | 5.69 | ||
Vanguard Emerging Mkts Stock Idx Ad | 15.6B | 2.98 | -4.03 | 3.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 10.02 | 825.00 | +0.73% | |
Samsung Electronics Co | KR7005930003 | 7.14 | 78,200 | -0.13% | |
Prosus | NL0013654783 | 4.59 | 35.99 | -0.73% | |
Tencent Holdings | KYG875721634 | 4.11 | 397.00 | +3.98% | |
Bank Rakyat Persero | ID1000118201 | 3.13 | 4,860 | +0.83% |
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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