
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.07 | 7.07 | 0.00 |
Shares | 57.45 | 57.45 | 0.00 |
Bonds | 35.18 | 35.18 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.22 | 0.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.80 | 19.12 |
Price to Book | 6.28 | 3.30 |
Price to Sales | 3.47 | 2.28 |
Price to Cash Flow | 19.19 | 12.45 |
Dividend Yield | 0.85 | 1.92 |
5 Years Earnings Growth | 12.14 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.85 | 24.63 |
Financial Services | 15.44 | 15.74 |
Consumer Cyclical | 9.94 | 10.00 |
Healthcare | 9.72 | 12.39 |
Communication Services | 8.74 | 7.61 |
Industrials | 7.38 | 10.32 |
Consumer Defensive | 4.77 | 6.01 |
Energy | 2.07 | 4.86 |
Real Estate | 1.96 | 3.34 |
Basic Materials | 1.09 | 3.15 |
Utilities | 1.06 | 3.24 |
Number of long holdings: 563
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.90 | 507.23 | +0.59% | |
NVIDIA | US67066G1040 | 4.72 | 177.99 | +1.72% | |
Federal National Mortgage Association 5.5% | - | 3.70 | - | - | |
Apple | US0378331005 | 3.25 | 227.76 | +1.27% | |
Federal National Mortgage Association 5% | - | 3.08 | - | - | |
Amazon.com | US0231351067 | 2.99 | 228.84 | +3.10% | |
Alphabet C | US02079K1079 | 2.65 | 206.72 | +3.04% | |
Broadcom | US11135F1012 | 2.14 | 294.00 | +1.52% | |
Visa A | US92826C8394 | 1.50 | 350.04 | +1.85% | |
Netflix | US64110L1061 | 1.38 | 1,204.65 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.16B | 6.85 | 16.19 | 13.17 | ||
Calvert Equity I | 2.88B | 5.42 | 9.19 | 12.74 | ||
Calvert Equity A | 2.02B | 5.27 | 8.92 | 12.41 | ||
Calvert Small Cap I | 1.88B | -4.47 | 4.40 | 7.72 | ||
Calvert Emerging Markets Equity Fui | 934.27M | 16.95 | 8.23 | 5.75 |
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