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 692.65B. The market cap for tickers in the group ranges from 38.37B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is IT at 38.37B.
Volume
The average weekly volume growth across all stocks in the Calvert Equity R6 MF was 3%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 59
Price Growth Rating: 39
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: -3 (-100 ... +100)