
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.12 | 8.09 | 0.97 |
Shares | 34.75 | 34.75 | 0.00 |
Bonds | 57.64 | 57.83 | 0.19 |
Convertible | 0.20 | 0.20 | 0.00 |
Preferred | 0.26 | 0.26 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.16 | 17.73 |
Price to Book | 2.96 | 2.72 |
Price to Sales | 2.22 | 1.96 |
Price to Cash Flow | 13.02 | 11.28 |
Dividend Yield | 1.92 | 2.43 |
5 Years Earnings Growth | 9.29 | 9.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 20.17 |
Financial Services | 20.48 | 16.29 |
Industrials | 12.37 | 10.61 |
Healthcare | 11.53 | 11.64 |
Consumer Cyclical | 10.27 | 9.10 |
Consumer Defensive | 5.91 | 7.09 |
Communication Services | 5.50 | 6.80 |
Real Estate | 3.69 | 5.84 |
Basic Materials | 3.42 | 3.74 |
Utilities | 2.40 | 3.91 |
Energy | 0.48 | 5.69 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert Bond R6 | - | 27.35 | - | - | |
Calvert Core Bond I | - | 13.92 | - | - | |
Calvert US Large Cap Core Rspnb Idx R6 | - | 8.57 | - | - | |
Calvert Mortgage Access I | - | 7.11 | - | - | |
Calvert Flexible Bond Fund Class R6 | - | 6.09 | - | - | |
Calvert US Large Cap Growth Rspnb Idx R6 | - | 4.10 | - | - | |
Calvert High Yield Bond R6 | - | 4.07 | - | - | |
Calvert US Large Cap Value Rspnb Idx R6 | - | 3.95 | - | - | |
Calvert Floating-Rate Advantage R6 | - | 3.30 | - | - | |
Calvert International Responsible Idx R6 | - | 3.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb I | 3.22B | 9.03 | 18.68 | 14.08 | ||
Calvert Equity I | 2.71B | 6.82 | 11.51 | 13.47 | ||
Calvert Equity A | 1.99B | 6.64 | 11.24 | 13.14 | ||
Calvert Small Cap I | 1.84B | 0.35 | 8.24 | 8.74 | ||
Calvert Emerging Markets Equity Fui | 1B | 19.04 | 8.91 | 6.96 |
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