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CGJAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
519.57M

CGJAX Calvert US Large Cap Growth Rspnb Idx A Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Broadcom (NASDAQ:AVGO).

Industry description

The investment seeks to track the performance of the Calvert US Large-Cap Growth 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 Growth Rspnb Idx A MF is 793.23B. The market cap for tickers in the group ranges from 342.81B to 2.74T. AAPL holds the highest valuation in this group at 2.74T. The lowest valued company is AVGO at 342.81B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Growth Rspnb Idx A MF was 9%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 6%

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: 37
Price Growth Rating: 34
SMR Rating: 30
Profit Risk Rating: 26
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CGJAX has been closely correlated with FAFGX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGJAX jumps, then FAFGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGJAX
1D Price
Change %
CGJAX100%
N/A
FAFGX - CGJAX
94%
Closely correlated
-1.97%
FFAFX - CGJAX
94%
Closely correlated
-1.97%
RGAFX - CGJAX
90%
Closely correlated
-1.96%
RGAEX - CGJAX
90%
Closely correlated
-1.97%
RGACX - CGJAX
90%
Closely correlated
-1.96%
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