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CSMAX Calvert Global Small-Cap Equity A Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Domino's Pizza (NYSE:DPZ).

Industry description

The investment seeks long-term total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index.

Market Cap

The average market capitalization across the Calvert Global Small-Cap Equity A MF is 12.86B. The market cap for tickers in the group ranges from 3B to 22.69B. WRB holds the highest valuation in this group at 22.69B. The lowest valued company is DORM at 3B.

Volume

The average weekly volume growth across all stocks in the Calvert Global Small-Cap Equity A MF was -19%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 62%

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: 60
Price Growth Rating: 48
SMR Rating: 63
Profit Risk Rating: 38
Seasonality Score: 46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Eaton Vance ManagementTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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CSMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSMAX has been closely correlated with RSLFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSMAX jumps, then RSLFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSMAX
1D Price
Change %
CSMAX100%
N/A
RSLFX - CSMAX
94%
Closely correlated
-0.98%
SMCWX - CSMAX
94%
Closely correlated
-0.98%
RSLEX - CSMAX
94%
Closely correlated
-0.97%
FSWFX - CSMAX
94%
Closely correlated
-0.97%
FSFWX - CSMAX
94%
Closely correlated
-0.98%
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