Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE
Close

Cvt S&p 500 Index Portfolio (0P00003DD6)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
212.750 +1.120    +0.53%
27/06 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 502.12M
Calvert VP S&P 500 Index Portfolio 212.750 +1.120 +0.53%

0P00003DD6 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Calvert VP S&P 500 Index Portfolio (0P00003DD6) fund. Our Calvert VP S&P 500 Index Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.960 1.960 0.000
Shares 98.040 98.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.967 20.173
Price to Book 4.048 3.871
Price to Sales 2.707 2.566
Price to Cash Flow 13.833 13.634
Dividend Yield 1.537 1.576
5 Years Earnings Growth 9.919 10.749

Sector Allocation

Name  Net % Category Average
Technology 31.660 28.021
Financial Services 14.030 14.978
Healthcare 10.850 12.334
Consumer Cyclical 10.530 10.347
Communication Services 9.330 8.504
Industrials 7.660 9.772
Consumer Defensive 6.150 6.347
Energy 3.180 3.790
Utilities 2.570 2.699
Real Estate 2.260 2.314
Basic Materials 1.780 2.388

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 508

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 6.44 201.08 +0.04%
  Microsoft US5949181045 5.93 495.94 -0.30%
  NVIDIA US67066G1040 5.39 157.75 +1.76%
  Amazon.com US0231351067 3.51 223.30 +2.85%
  SPDR S&P 500 US78462F1030 2.74 614.91 +0.50%
  Meta Platforms US30303M1027 2.43 733.63 +1.04%
  Berkshire Hathaway B US0846707026 1.97 485.68 +0.13%
  Alphabet A US02079K3059 1.87 178.53 +2.88%
  Broadcom US11135F1012 1.82 269.35 -0.30%
  Tesla US88160R1014 1.59 323.63 -0.66%

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert US Large Cap Core Rspnb I 2.99B -0.27 13.95 12.46
  Calvert Equity I 2.95B 3.69 9.80 12.71
  Calvert Equity A 2.02B 3.58 9.53 12.37
  Calvert Small Cap I 1.94B -3.41 5.73 8.03
  Calvert Emerging Markets Equity Fui 897.52M 10.04 4.49 4.16
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00003DD6 Comments

Write your thoughts about Cvt S&p 500 Index Portfolio
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email