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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1050 | 1162 | 1084 | 1533 | 2339 |
Fund Return | 3.15% | 5% | 16.22% | 2.74% | 8.92% | 8.87% |
Place in category | 25 | 26 | 28 | 26 | 27 | 22 |
% in Category | 47 | 35 | 51 | 56 | 48 | 44 |
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 Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR S&P MidCap 400 | US78467Y1073 | 1.16 | 546.18 | +1.32% | |
Vistra Corp | - | 0.83 | - | - | |
Williams-Sonoma Inc | - | 0.72 | - | - | |
Reliance Inc | - | 0.68 | - | - | |
Carlisle Companies Inc | - | 0.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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