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CRFRX Calvert Focused Value R6 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 R6 MF is 107.65B. The market cap for tickers in the group ranges from 11.57B to 222.92B. DIS holds the highest valuation in this group at 222.92B. The lowest valued company is BJ at 11.57B.

Volume

The average weekly volume growth across all stocks in the Calvert Focused Value R6 MF was 75%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 102%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 51
Profit Risk Rating: 53
Seasonality Score: 36 (-100 ... +100)
View a ticker or compare two or three
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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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CRFRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CRFRX has been closely correlated with DOXGX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRFRX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CRFRX
1D Price
Change %
CRFRX100%
-0.56%
DOXGX - CRFRX
87%
Closely correlated
-0.70%
RMFEX - CRFRX
86%
Closely correlated
-0.86%
RMFCX - CRFRX
86%
Closely correlated
-0.85%
RMEBX - CRFRX
86%
Closely correlated
-0.88%
FFFMX - CRFRX
66%
Closely correlated
-0.86%
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