MENU
+Compare
CFJIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$32.15
Change
+$0.40 (+1.26%)
Net Assets
1.93B

CFJIX Calvert US Large Cap Value Rspnb Idx I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks to track the performance of the Calvert US 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 I MF is 298.11B. The market cap for tickers in the group ranges from 84.19B to 741B. WMT holds the highest valuation in this group at 741B. The lowest valued company is INTC at 84.19B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Value Rspnb Idx I MF was 130%. For the same stocks of the MF, the average monthly volume growth was 158% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 45
Price Growth Rating: 48
SMR Rating: 37
Profit Risk Rating: 46
Seasonality Score: 19 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Calvert Social Index Series Inc4550 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 %
MGRPX59.580.92
+1.57%
Morgan Stanley Inst Growth R6
PISYX11.590.16
+1.40%
Pioneer Intrinsic Value Y
RAGHX27.760.33
+1.20%
Virtus KAR Health Sciences A
GDSTX25.900.26
+1.01%
Goldman Sachs Small Cap Eq Insghts Inv
MFWHX16.230.11
+0.68%
MFS Global Total Return R3

CFJIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFJIX
1D Price
Change %
CFJIX100%
+1.26%
VVIAX - CFJIX
89%
Closely correlated
+1.19%
VIVIX - CFJIX
89%
Closely correlated
+1.17%
VIVAX - CFJIX
89%
Closely correlated
+1.17%
RMFEX - CFJIX
89%
Closely correlated
+1.03%
RMEBX - CFJIX
89%
Closely correlated
+1.01%
More