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CSIEX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
6.83B

CSIEX Calvert Equity A Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NASDAQ:V), Mastercard (NASDAQ:MA), Intuit (NASDAQ:INTU), TJX Companies (NASDAQ:TJX), ZOETIS (NASDAQ: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 A MF is 400.84B. The market cap for tickers in the group ranges from 34.94B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is VRSK at 34.94B.

Volume

The average weekly volume growth across all stocks in the Calvert Equity A MF was -10%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 40
Price Growth Rating: 36
SMR Rating: 41
Profit Risk Rating: 24
Seasonality Score: -7 (-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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CSIEX and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSIEX has been closely correlated with GFAFX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSIEX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSIEX
1D Price
Change %
CSIEX100%
-0.01%
GFAFX - CSIEX
81%
Closely correlated
+0.69%
GFACX - CSIEX
80%
Closely correlated
+0.70%
GAFFX - CSIEX
79%
Closely correlated
+0.70%
RGAEX - CSIEX
78%
Closely correlated
+0.71%
RGEBX - CSIEX
77%
Closely correlated
+0.70%
More