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CIOAX Calvert International Opportunities A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Small-Mid ("SMID") Index. It invests no more than 20% of its net assets in U.S. companies (excluding High Social Impact). The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.

Market Cap

The average market capitalization across the Calvert International Opportunities A MF is 13.03B. The market cap for tickers in the group ranges from 4.46B to 17.08B. IHG holds the highest valuation in this group at 17.08B. The lowest valued company is CAR at 4.46B.

Volume

The average weekly volume growth across all stocks in the Calvert International Opportunities A MF was -14%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 55
Price Growth Rating: 47
SMR Rating: 80
Profit Risk Rating: 58
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidGrowth

Profile
Fundamentals
Details
Category
Foreign Small/Mid Growth
Address
Calvert World Values Fund Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CIOAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CIOAX has been closely correlated with VINEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CIOAX jumps, then VINEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CIOAX
1D Price
Change %
CIOAX100%
-0.34%
VINEX - CIOAX
95%
Closely correlated
-0.70%
FSTSX - CIOAX
93%
Closely correlated
-0.56%
OSMCX - CIOAX
92%
Closely correlated
-0.74%
OSMNX - CIOAX
92%
Closely correlated
-0.76%
OSCIX - CIOAX
92%
Closely correlated
-0.78%
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