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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.49 | 3.94 | 0.45 |
Stocks | 65.38 | 65.38 | 0.00 |
Bonds | 30.91 | 31.14 | 0.23 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.25 | 18.14 |
Price to Book | 2.81 | 3.07 |
Price to Sales | 2.06 | 2.06 |
Price to Cash Flow | 13.10 | 11.92 |
Dividend Yield | 1.73 | 2.01 |
5 Years Earnings Growth | 11.21 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.24 | 22.93 |
Financial Services | 18.26 | 14.99 |
Healthcare | 13.08 | 13.34 |
Industrials | 12.90 | 10.84 |
Consumer Cyclical | 10.65 | 10.06 |
Consumer Defensive | 6.79 | 6.29 |
Communication Services | 5.77 | 7.22 |
Basic Materials | 3.52 | 3.51 |
Utilities | 2.99 | 3.07 |
Real Estate | 2.30 | 3.53 |
Energy | 0.51 | 5.51 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Calvert US Large Cap Core Rspnb Idx R6 | - | 15.28 | - | - | |
Calvert Bond R6 | - | 9.97 | - | - | |
Calvert US Large Cap Growth Rspnb Idx R6 | - | 7.32 | - | - | |
Calvert US Large Cap Value Rspnb Idx R6 | - | 7.30 | - | - | |
Calvert Focused Value R6 | - | 5.49 | - | - | |
Calvert International Equity R6 | - | 5.23 | - | - | |
Calvert Core Bond I | - | 4.99 | - | - | |
Calvert Equity R6 | - | 4.90 | - | - | |
Calvert Emerging Markets Advancement I | - | 4.38 | - | - | |
Calvert International Responsible Idx R6 | - | 4.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.75B | 1.03 | 5.25 | 13.26 | ||
Calvert US Large Cap Core Rspnb I | 2.59B | 5.42 | 6.04 | 12.54 | ||
Calvert Small Cap I | 2.26B | 0.24 | -0.04 | 8.61 | ||
Calvert Equity A | 2.16B | 0.95 | 4.99 | 12.90 | ||
Calvert Emerging Markets Equity Fui | 1.18B | 2.02 | -9.27 | 3.73 |
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