Calvert Responsible Mutual Fund Money Managers
CGARX Fund | USD 27.96 0.02 0.07% |
Break down of Calvert Responsible's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Calvert Responsible's future under-performance.
Calvert |
Symbol | CGARX |
Name | Calvert Responsible Index |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Calvert Responsible Index Leadership is currently not available.
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Calvert Responsible Net Asset Comparison
Calvert Responsible Index is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--85%+ Equity category is currently estimated at about 17.15 Billion. Calvert Responsible claims roughly 338.6 Million in net asset contributing just under 2% to funds in Allocation--85%+ Equity category.
Calvert Responsible Index Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Calvert Responsible Index Price Series Summation is a cross summation of Calvert Responsible price series and its benchmark/peer.
About Calvert Responsible Management Performance
The success or failure of an entity such as Calvert Responsible Index often depends on how effective the management is. Calvert Responsible management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Calvert management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Calvert management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of net assets in cash and short-term money market instruments.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Calvert Mutual Fund
Calvert Responsible 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 Responsible security.
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