Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.98 | 3.10 | 0.12 |
| Shares | 89.10 | 89.10 | 0.00 |
| Bonds | 7.72 | 7.75 | 0.03 |
| Convertible | 0.02 | 0.02 | 0.00 |
| Preferred | 0.08 | 0.08 | 0.00 |
| Other | 0.09 | 0.09 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.93 | 18.64 |
| Price to Book | 2.98 | 2.82 |
| Price to Sales | 2.33 | 2.06 |
| Price to Cash Flow | 12.80 | 11.66 |
| Dividend Yield | 1.92 | 1.96 |
| 5 Years Earnings Growth | 9.32 | 9.75 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 24.25 | 23.30 |
| Financial Services | 20.34 | 16.79 |
| Industrials | 12.55 | 12.91 |
| Healthcare | 11.24 | 9.75 |
| Consumer Cyclical | 10.25 | 10.68 |
| Consumer Defensive | 5.92 | 5.28 |
| Communication Services | 5.52 | 7.86 |
| Real Estate | 3.54 | 3.80 |
| Basic Materials | 3.48 | 3.64 |
| Utilities | 2.36 | 2.45 |
| Energy | 0.55 | 3.55 |
Number of long holdings: 21
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb Idx R6 | - | 22.85 | - | - | |
| Calvert International Responsible Idx R6 | - | 9.97 | - | - | |
| Calvert US Large Cap Growth Rspnb Idx R6 | - | 9.79 | - | - | |
| Calvert US Large Cap Value Rspnb Idx R6 | - | 8.56 | - | - | |
| Calvert Equity R6 | - | 7.94 | - | - | |
| Calvert International Equity R6 | - | 7.23 | - | - | |
| Calvert Focused Value R6 | - | 6.21 | - | - | |
| Calvert Emerging Markets Advancement I | - | 5.13 | - | - | |
| Calvert International Opportunities R6 | - | 3.95 | - | - | |
| Calvert Bond R6 | - | 3.45 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.22B | 12.33 | 23.74 | 14.81 | ||
| Calvert Equity I | 2.71B | 6.39 | 14.53 | 13.59 | ||
| Calvert Equity A | 1.99B | 6.19 | 14.24 | 13.26 | ||
| Calvert Small Cap I | 1.84B | -3.60 | 9.87 | 8.54 | ||
| Calvert Emerging Markets Equity Fui | 1B | 27.74 | 16.09 | 8.03 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review