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CFJAX Calvert US Large Cap Value Rspnb Idx A Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the Calvert U... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Walmart (NASDAQ:WMT), Intel Corp (NASDAQ:INTC), Bank of America Corp (NYSE:BAC), Unitedhealth Group (NYSE:UNH), Goldman Sachs Group (NYSE:GS), Wells Fargo & Co (NYSE:WFC), Verizon Communications (NYSE:VZ), Pfizer (NYSE:PFE), Uber Technologies (NYSE:UBER).

Industry description

The investment seeks to track the performance of the Calvert U.S. Large-Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.

Market Cap

The average market capitalization across the Calvert US Large Cap Value Rspnb Idx A MF is 413.55B. The market cap for tickers in the group ranges from 134.23B to 938.9B. JPM holds the highest valuation in this group at 938.9B. The lowest valued company is UBER at 134.23B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Value Rspnb Idx A MF was -1%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 47
Price Growth Rating: 39
SMR Rating: 36
Profit Risk Rating: 48
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CFJAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFJAX has been closely correlated with DODGX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFJAX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFJAX
1D Price
Change %
CFJAX100%
N/A
DODGX - CFJAX
89%
Closely correlated
+0.63%
DOXGX - CFJAX
89%
Closely correlated
+0.58%
RMFEX - CFJAX
89%
Closely correlated
+0.66%
RMEBX - CFJAX
89%
Closely correlated
+0.66%
RMFCX - CFJAX
89%
Closely correlated
+0.66%
More
Calvert US Large Cap Value Rspnb Idx A (CFJAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com