Ad is loading...
MENU

CEYRX Calvert Equity R6 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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 692.84B. The market cap for tickers in the group ranges from 40.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is IT at 40.33B.

Volume

The average weekly volume growth across all stocks in the Calvert Equity R6 MF was 42%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 43%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 58
Price Growth Rating: 43
SMR Rating: 32
Profit Risk Rating: 21
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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 %
VGSIX31.170.03
+0.10%
Vanguard Real Estate Index Investor
GRESX12.510.01
+0.08%
Goldman Sachs Real Estate Securities Svc
MCTRX20.69-0.13
-0.62%
NYLI Income Builder Class C
JDIAX45.63-0.44
-0.96%
Janus Henderson Overseas A
VCINX11.64-0.15
-1.27%
VALIC Company I International Growth

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%
-1.34%
GFACX - CEYRX
81%
Closely correlated
-1.65%
GFFFX - CEYRX
79%
Closely correlated
-1.64%
AGTHX - CEYRX
79%
Closely correlated
-1.65%
RGAAX - CEYRX
78%
Closely correlated
-1.66%
RGABX - CEYRX
77%
Closely correlated
-1.66%
More