Calvert Equity Fund Analysis
CEYRX Fund | USD 97.91 0.25 0.26% |
Calvert Equity Fund is overvalued with Real Value of 93.13 and Hype Value of 97.91. The main objective of Calvert Equity fund analysis is to determine its intrinsic value, which is an estimate of what Calvert Equity Fund is worth, separate from its market price. There are two main types of Calvert Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Calvert Equity Fund. On the other hand, technical analysis, focuses on the price and volume data of Calvert Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Calvert Equity mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Calvert |
Calvert Mutual Fund Analysis Notes
The fund generated five year return of 11.0%. Calvert Equity holds 94.96% of assets under management (AUM) in equities. This fund last dividend was 0.19 per share. Large Blend For more info on Calvert Equity Fund please contact the company at 800-368-2745.Calvert Equity Investment Alerts
The fund holds 94.96% of its assets under management (AUM) in equities |
Top Calvert Equity Fund Mutual Fund Constituents
ACN | Accenture plc | Stock | |
INTU | Intuit Inc | Stock | |
PX | P10 Inc | Stock | |
AMT | American Tower Corp | Stock | |
DG | Dollar General | Stock | |
DHR | Danaher | Stock | |
ECL | Ecolab Inc | Stock | |
GOOG | Alphabet Inc Class C | Stock | |
ICE | Intercontinental Exchange | Stock | |
MA | Mastercard | Stock | |
MSFT | Microsoft | Stock | |
TMO | Thermo Fisher Scientific | Stock | |
V | Visa Class A | Stock | |
VRSK | Verisk Analytics | Stock | |
ZTS | Zoetis Inc | Stock |
Institutional Mutual Fund Holders for Calvert Equity
Have you ever been surprised when a price of an equity instrument such as Calvert Equity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Equity Fund backward and forwards among themselves. Calvert Equity's institutional investor refers to the entity that pools money to purchase Calvert Equity's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
CCLAX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
CLAIX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
CALCX | Calvert Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
CFAIX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
CMACX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Technical Drivers
As of the 10th of July, Calvert Equity shows the Mean Deviation of 0.9115, downside deviation of 1.47, and Risk Adjusted Performance of 0.144. Calvert Equity technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.Calvert Equity Price Movement Analysis
The output start index for this execution was eleven with a total number of output elements of fifty. The Weighted Moving Average calculates a weight for each value in Calvert Equity price series with the more recent values given greater weights.
Calvert Equity Outstanding Bonds
Calvert Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Equity uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Equity Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Calvert Equity Predictive Daily Indicators
Calvert Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 97.91 | |||
Day Typical Price | 97.91 | |||
Price Action Indicator | 0.13 | |||
Period Momentum Indicator | 0.25 | |||
Relative Strength Index | 43.8 |
Calvert Equity Forecast Models
Calvert Equity's time-series forecasting models are one of many Calvert Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Calvert Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Calvert Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Calvert shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Calvert Equity. By using and applying Calvert Mutual Fund analysis, traders can create a robust methodology for identifying Calvert entry and exit points for their positions.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . 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 percent 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 .
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Calvert Equity to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Calvert Mutual Fund
Calvert Equity financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Equity security.
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