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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1093 | 1040 | 1094 | 1317 | 1255 | 1671 |
| Fund Return | 9.26% | 3.98% | 9.38% | 9.6% | 4.65% | 5.27% |
| Place in category | 158 | 114 | 156 | 154 | 184 | 109 |
| % in Category | 72 | 62 | 71 | 81 | 93 | 74 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Calvert US Large Cap Core Rspnb I | 3.26B | 15.44 | 21.79 | 14.24 | ||
| Calvert Equity I | 2.62B | 5.58 | 11.79 | 12.75 | ||
| Calvert Equity A | 1.95B | 5.36 | 11.51 | 12.43 | ||
| Calvert Small Cap I | 1.71B | -6.06 | 5.18 | 7.72 | ||
| Calvert Emerging Markets Equity Fui | 1.04B | 34.30 | 18.79 | 7.85 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 41.38B | 9.17 | 8.74 | 5.97 | ||
| Vanguard Tax-Managed Balanced Adm | 11.51B | 10.90 | 13.54 | 8.35 | ||
| Vanguard Wellesley Income Inv | 7.92B | 9.10 | 8.66 | 5.89 | ||
| American Funds Income Portfolio A | 6.41B | 12.18 | 11.59 | 6.95 | ||
| Hartford Balanced Income A | 4.61B | 8.43 | 8.85 | 6.27 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Calvert Bond R6 | - | 27.12 | - | - | |
| Calvert Core Bond I | - | 13.81 | - | - | |
| Calvert US Large Cap Core Rspnb Idx R6 | - | 9.66 | - | - | |
| Calvert Mortgage Access I | - | 7.21 | - | - | |
| Calvert Flexible Bond Fund Class R6 | - | 6.15 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Buy | Strong Buy | Strong Buy |
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