Calvert Equity Mutual Fund Money Managers
CSIEX Fund | USD 86.61 0.19 0.22% |
Break down of Calvert Equity'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 Equity's future under-performance.
Calvert |
Symbol | CSIEX |
Name | Calvert Equity Portfolio |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Calvert Equity Portfolio Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
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Calvert Equity Net Asset Comparison
Calvert Equity Portfolio is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 16.57 Billion. Calvert Equity totals roughly 6.95 Billion in net asset claiming about 42% of funds under Large Growth category.
Calvert Equity Portfolio 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 Equity Portfolio Price Series Summation is a cross summation of Calvert Equity price series and its benchmark/peer.
About Calvert Equity Management Performance
The success or failure of an entity such as Calvert Equity Portfolio often depends on how effective the management is. Calvert Equity 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 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 .
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 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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