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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1054 | 1106 | 1012 | 1546 | 1656 |
Fund Return | 5.58% | 5.4% | 10.64% | 0.4% | 9.1% | 5.18% |
Place in category | 249 | 53 | 319 | 112 | 66 | 111 |
% in Category | 58 | 14 | 81 | 35 | 27 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 3.96 | 6.38 | 13.24 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 10.28 | 7.65 | 12.77 | ||
Calvert Small Cap I | 2.26B | 3.44 | 0.88 | 8.80 | ||
Calvert Equity A | 2.16B | 3.86 | 6.12 | 12.88 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 3.87 | -9.20 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 66.11B | 8.14 | -2.08 | 5.44 | ||
Vanguard International Growth Adm | 38.11B | 8.82 | -5.85 | 7.87 | ||
American Funds Europacific Growth F | 21.15B | 8.10 | -2.18 | 5.33 | ||
American Funds Europacific Growth A | 20.62B | 7.99 | -2.44 | 5.07 | ||
WCM Focused International Growth I | 18.25B | 10.15 | -0.49 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 5.39 | 95.24 | +0.68% | |
AstraZeneca | GB0009895292 | 4.38 | 12,486.0 | +0.89% | |
ASML Holding | NL0010273215 | 4.33 | 978.10 | +1.97% | |
Novo Nordisk B | DK0062498333 | 4.28 | 987.4 | +0.55% | |
Compass | GB00BD6K4575 | 3.72 | 2,226.00 | +1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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