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Of the $46.6 trillion dollars professionally managed in the U.S. right now, the Forum for Sustainable and Responsible Investment estimates that about $12 trillion of that—or...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1101 | 1296 | 1312 | 2023 | 3381 |
Fund Return | 10.12% | 10.12% | 29.57% | 9.47% | 15.13% | 12.96% |
Place in category | 895 | 895 | 579 | 899 | 205 | 55 |
% in Category | 56 | 56 | 40 | 68 | 18 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Equity I | 3.99B | 5.63 | 9.22 | 13.70 | ||
Calvert Small Cap I | 2.48B | 7.22 | 3.25 | 9.03 | ||
Calvert Equity A | 2.27B | 5.57 | 8.94 | 13.33 | ||
Calvert Emerging Markets Equity Fui | 1.22B | 2.09 | -9.22 | 3.73 | ||
Calvert Balanced A | 826.72M | 7.14 | 5.85 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.78 | 406.86 | +1.47% | |
Apple | US0378331005 | 6.28 | 166.29 | +0.27% | |
NVIDIA | US67066G1040 | 4.33 | 823.55 | +3.57% | |
Amazon.com | US0231351067 | 3.67 | 177.79 | +0.32% | |
Alphabet A | US02079K3059 | 3.56 | 157.93 | +1.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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