Calvert Large Cap Fund Analysis
| CSXAX Fund | USD 51.32 -0.87 -1.67% |
Macro event markers
Calvert Large Cap is currently estimated as fairly valued with a Real Value of $51.86. The primary objective of fund analysis is intrinsic value estimation. The estimate helps distinguish economic value from observed trading price. There are two main types of CALVERT Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis examines CALVERT US's earnings quality, balance sheet strength, and management effectiveness.
CALVERT US's debt financing profile is reflected in its financial leverage metrics. The information is presented without directional commentary.
CALVERT |
Mutual Fund Analysis Notes
The fund generated a five-year return of 10.0%. Calvert Large Cap holds 99.79% of assets under management (AUM) in equities. This fund's last dividend was $0.26 per share. Calvert Large Cap (CSXAX) recorded $855.5 million in Total Assets and $5.9 billion in Net Assets.Investor Insights and Alerts
Shareholder alerts for CALVERT US, a Large Blend mutual fund, flag conditions that may warrant re-evaluating your position. CALVERT US distributes 0.7% in yield. A concise alert layer reduces the chance of ignoring material changes to dividend coverage or payout stability.
| Calvert Large Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Phoenix Venture Partners reaches third close of debut fund - Wamda |
Top Calvert Large Cap Mutual Fund Constituents
| FB | ProShares Trust ProShares | ETF | |
| JNJ | Johnson Johnson | Stock | |
| CSCO | Cisco Systems | Stock | |
| KO | The Coca Cola | Stock | |
| VZ | Verizon Communications | Stock | |
| AAPL | Apple Inc | Stock | |
| V | Visa Class A | Stock | |
| TSLA | Tesla Inc | Stock | |
| T | ATT Inc | Stock | |
| PG | Procter Gamble | Stock | |
| NVDA | NVIDIA | Stock | |
| MSFT | Microsoft | Stock | |
| MA | Mastercard | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| INTC | Intel | Stock | |
| HD | The Home Depot | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| DIS | Walt Disney | Stock | |
| BAC | Bank of America | Stock | |
| AMZN | Amazon Inc | Stock | |
| C | Citigroup | Stock | |
| PFE | Pfizer Inc | Stock | |
| GE | GE Aerospace | Stock |
Outstanding Bonds
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Predictive Daily Indicators
Monitoring CALVERT US's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 51.32 | |||
| Day Typical Price | 51.32 | |||
| Price Action Indicator | -0.43 | |||
| Period Momentum Indicator | -0.87 | |||
| Relative Strength Index | 37.13 |
Forecast Models
NAV projections for Calvert Large Cap within Large Blend rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 15.0%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the CALVERT US's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of CALVERT US, which in turn will lower the firm's financial flexibility.Corporate Bonds Issued
Bond maturity for CALVERT US is a core risk dimension. Longer duration can offer higher yield, but price sensitivity and credit uncertainty also increase.
Mutual Fund Analysis Methodology
CALVERT US diagnostic profile covers valuation ratios, fundamentals, and technical signals. CALVERT US operates in Calvert Research and Management Funds within Large Blend Funds.
Reported values for Calvert Large Cap are derived from fund disclosures and market reference feeds and then standardized for analysis. Refresh timing depends on source availability.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardBe Your Own Money Manager
Wealth building around Calvert Large Cap is more effective when position sizing, diversification, and expected return are reviewed together rather than as separate decisions. Used properly, portfolio tools can help investors improve risk-adjusted return instead of simply increasing exposure.
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