MENU
+Compare
CEYRX
Mutual Fund ticker: NASDAQ
AS OF
Aug 14 closing price
Price
$98.73
Change
-$0.15 (-0.15%)
Net Assets
5.73B

CEYRX Calvert Equity R6 Forecast, Technical & Fundamental Analysis

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation... Show more

Category: #Large Growth
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU), TJX Companies (NYSE:TJX), ZOETIS (NYSE:ZTS).

Industry description

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

Market Cap

The average market capitalization across the Calvert Equity R6 MF is 830.76B. The market cap for tickers in the group ranges from 18.41B to 3.88T. MSFT holds the highest valuation in this group at 3.88T. The lowest valued company is IT at 18.41B.

Volume

The average weekly volume growth across all stocks in the Calvert Equity R6 MF was -4%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 58
Price Growth Rating: 44
SMR Rating: 32
Profit Risk Rating: 41
Seasonality Score: -38 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FBMCX12.56N/A
N/A
Franklin Managed Income C
BIBDX12.86N/A
N/A
BlackRock Global Dividend Instl
MSEIX82.25N/A
N/A
AMG Veritas Asia Pacific I
EVUYX21.02N/A
N/A
Allspring Util and Telecomms Inst
ANFFX69.91-0.07
-0.10%
American Funds New Economy F1

CEYRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CEYRX has been closely correlated with GFACX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CEYRX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CEYRX
1D Price
Change %
CEYRX100%
-0.15%
GFACX - CEYRX
81%
Closely correlated
-0.04%
AGTHX - CEYRX
79%
Closely correlated
-0.05%
RGAAX - CEYRX
78%
Closely correlated
-0.04%
RGABX - CEYRX
77%
Closely correlated
-0.05%
RGAGX - CEYRX
77%
Closely correlated
-0.04%
More