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CBARX
Mutual Fund ticker: NASDAQ
AS OF
Mar 4 closing price
Price
$42.46
Change
-$0.07 (-0.16%)
Net Assets
1.21B

CBARX Calvert Balanced R6 Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V).

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 637.21B. The market cap for tickers in the group ranges from 581.63B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is V at 581.63B.

Volume

The average weekly volume growth across all stocks in the Calvert Balanced R6 MF was 15%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 56
Price Growth Rating: 35
SMR Rating: 38
Profit Risk Rating: 32
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CBARX has been closely correlated with BALCX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CBARX jumps, then BALCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CBARX
1D Price
Change %
CBARX100%
-0.16%
BALCX - CBARX
94%
Closely correlated
-0.12%
BALFX - CBARX
93%
Closely correlated
-0.12%
RLBCX - CBARX
87%
Closely correlated
-0.09%
RLBEX - CBARX
87%
Closely correlated
-0.12%
RLBAX - CBARX
87%
Closely correlated
-0.12%
More