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CLVRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$32.72
Change
-$0.29 (-0.88%)
Net Assets
1.93B

CLVRX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
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 R6 MF is 301.06B. The market cap for tickers in the group ranges from 88.16B to 766.55B. WMT holds the highest valuation in this group at 766.55B. The lowest valued company is INTC at 88.16B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Value Rspnb Idx R6 MF was 4%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 53%

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: 46
Price Growth Rating: 47
SMR Rating: 43
Profit Risk Rating: 46
Seasonality Score: 21 (-100 ... +100)
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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