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CLGRX Calvert US Large Cap Growth Rspnb Idx R6 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

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

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 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. The index is composed of the common stocks of large growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

Market Cap

The average market capitalization across the Calvert US Large Cap Growth Rspnb Idx R6 MF is 1.64T. The market cap for tickers in the group ranges from 446.3B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Growth Rspnb Idx R6 MF was 14%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 62
Price Growth Rating: 33
SMR Rating: 31
Profit Risk Rating: 14
Seasonality Score: 7 (-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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CLGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLGRX has been closely correlated with GAFFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLGRX jumps, then GAFFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLGRX
1D Price
Change %
CLGRX100%
-1.79%
GAFFX - CLGRX
88%
Closely correlated
-1.66%
FAFGX - CLGRX
88%
Closely correlated
-1.65%
FFAFX - CLGRX
88%
Closely correlated
-1.65%
RGAFX - CLGRX
88%
Closely correlated
-1.65%
RGAHX - CLGRX
88%
Closely correlated
-1.66%
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