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CBARX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$48.72
Change
+$0.13 (+0.27%)
Net Assets
1.43B

CBARX Calvert Balanced R6 Forecast, Technical & Fundamental Analysis

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... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), 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 R6 MF is 2.53T. The market cap for tickers in the group ranges from 371.68B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is ABBV at 371.68B.

Volume

The average weekly volume growth across all stocks in the Calvert Balanced R6 MF was 64%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 100
Price Growth Rating: 36
SMR Rating: 100
Profit Risk Rating: 24
Seasonality Score: -71 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CBARX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CBARX has been closely correlated with RLBAX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if CBARX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CBARX
1D Price
Change %
CBARX100%
N/A
RLBAX - CBARX
82%
Closely correlated
+0.35%
CLBFX - CBARX
82%
Closely correlated
+0.37%
CLBCX - CBARX
82%
Closely correlated
+0.37%
RLBFX - CBARX
82%
Closely correlated
+0.34%
RAMHX - CBARX
82%
Closely correlated
+0.35%
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