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CSECX
Mutual Fund ticker: NASDAQ
AS OF
Apr 2 closing price
Price
$32.40
Change
+$0.23 (+0.71%)
Net Assets
6.12B

CSECX Calvert Equity C Forecast, Technical & Fundamental Analysis

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU), TJX Companies (NYSE:TJX), ZOETIS (NYSE:ZTS).

Industry description

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets 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 which evidence ownership in underlying foreign stocks).

Market Cap

The average market capitalization across the Calvert Equity C MF is 691.99B. The market cap for tickers in the group ranges from 32.6B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is IT at 32.6B.

Volume

The average weekly volume growth across all stocks in the Calvert Equity C MF was 36%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 60
Price Growth Rating: 56
SMR Rating: 32
Profit Risk Rating: 27
Seasonality Score: 8 (-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 Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CSECX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSECX has been closely correlated with GFACX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSECX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSECX
1D Price
Change %
CSECX100%
N/A
GFACX - CSECX
83%
Closely correlated
+1.02%
AGTHX - CSECX
78%
Closely correlated
N/A
RGAAX - CSECX
78%
Closely correlated
+1.03%
GFFFX - CSECX
78%
Closely correlated
+1.03%
CGFAX - CSECX
77%
Closely correlated
+1.02%
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