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CRFIX Calvert Focused Value I 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 I MF is 106.81B. The market cap for tickers in the group ranges from 10.73B to 222.92B. DIS holds the highest valuation in this group at 222.92B. The lowest valued company is BJ at 10.73B.

Volume

The average weekly volume growth across all stocks in the Calvert Focused Value I MF was -1%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 39
Price Growth Rating: 47
SMR Rating: 53
Profit Risk Rating: 55
Seasonality Score: -26 (-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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CRFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CRFIX has been loosely correlated with VIVAX. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if CRFIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CRFIX
1D Price
Change %
CRFIX100%
-0.17%
VIVAX - CRFIX
49%
Loosely correlated
-0.21%
VVIAX - CRFIX
49%
Loosely correlated
-0.21%
VIVIX - CRFIX
48%
Loosely correlated
-0.21%
DODGX - CRFIX
47%
Loosely correlated
+0.01%
DOXGX - CRFIX
47%
Loosely correlated
+0.01%
More