Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), ABBVIE (NYSE:ABBV).
Industry description
The investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.
Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.
Market Cap
The average market capitalization across the Calvert Balanced I MF is 2.06T. The market cap for tickers in the group ranges from 322.43B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is ABBV at 322.43B.
Volume
The average weekly volume growth across all stocks in the Calvert Balanced I MF was 100%. For the same stocks of the MF, the average monthly volume growth was 82% and the average quarterly volume growth was -35%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 64
Price Growth Rating: 34
SMR Rating: 21
Profit Risk Rating: 10
Seasonality Score: -19 (-100 ... +100)