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CRFAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$11.88
Change
-$0.34 (-2.78%)
Net Assets
63.78M

CRFAX Calvert Focused Value A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walt Disney Company (The) (NYSE:DIS), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Nextera Energy Inc (NYSE:NEE), Micron Technology (NASDAQ:MU), Dollar Tree (NASDAQ:DLTR).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. It may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries, and may also invest in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts that evidence ownership in underlying foreign stocks).

Market Cap

The average market capitalization across the Calvert Focused Value A MF is 109.33B. The market cap for tickers in the group ranges from 12.68B to 222.92B. DIS holds the highest valuation in this group at 222.92B. The lowest valued company is RGA at 12.68B.

Volume

The average weekly volume growth across all stocks in the Calvert Focused Value A MF was 26%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 45
Price Growth Rating: 51
SMR Rating: 52
Profit Risk Rating: 56
Seasonality Score: 24 (-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 Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CRFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CRFAX has been closely correlated with DOXGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRFAX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CRFAX
1D Price
Change %
CRFAX100%
-0.65%
DOXGX - CRFAX
86%
Closely correlated
-0.67%
RMFEX - CRFAX
86%
Closely correlated
-5.03%
RMEBX - CRFAX
86%
Closely correlated
-4.94%
RMFCX - CRFAX
86%
Closely correlated
-4.98%
VIVAX - CRFAX
55%
Loosely correlated
-0.62%
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