Calvert Emerging Markets Fund Buy Hold or Sell Recommendation

CEFAX Fund  USD 11.53  0.10  0.87%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Calvert Emerging Markets is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Calvert Emerging Markets given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Calvert Emerging Markets, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Calvert Emerging Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Calvert and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Calvert Emerging Markets. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

Execute Calvert Emerging Buy or Sell Advice

The Calvert recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Calvert Emerging Markets. Macroaxis does not own or have any residual interests in Calvert Emerging Markets or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calvert Emerging's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Calvert EmergingBuy Calvert Emerging
Strong Buy

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Calvert Emerging Markets has a Risk Adjusted Performance of (0.06), Jensen Alpha of (0.06), Total Risk Alpha of (0.07) and Treynor Ratio of (0.23)
Our trade advice tool can cross-verify current analyst consensus on Calvert Emerging Markets and to analyze the fund potential to grow in the current economic cycle. Please makes use of Calvert Emerging one year return and last dividend paid to make buy, hold, or sell decision on Calvert Emerging Markets.

Calvert Emerging Trading Alerts and Improvement Suggestions

Calvert Emerging generated a negative expected return over the last 90 days
The fund holds about 13.85% of its assets under management (AUM) in cash

Calvert Emerging Returns Distribution Density

The distribution of Calvert Emerging's historical returns is an attempt to chart the uncertainty of Calvert Emerging's future price movements. The chart of the probability distribution of Calvert Emerging daily returns describes the distribution of returns around its average expected value. We use Calvert Emerging Markets price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calvert Emerging returns is essential to provide solid investment advice for Calvert Emerging.
Mean Return
-0.05
Value At Risk
-1.11
Potential Upside
0.87
Standard Deviation
0.62
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calvert Emerging historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Calvert Emerging Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calvert Emerging or Calvert Research and Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calvert Emerging's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calvert fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.06
β
Beta against Dow Jones0.24
σ
Overall volatility
0.61
Ir
Information ratio -0.13

Calvert Emerging Volatility Alert

Calvert Emerging Markets exhibits very low volatility with skewness of -0.07 and kurtosis of -0.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calvert Emerging's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calvert Emerging's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Calvert Emerging Fundamentals Vs Peers

Comparing Calvert Emerging's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calvert Emerging's direct or indirect competition across all of the common fundamentals between Calvert Emerging and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calvert Emerging or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Calvert Emerging's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calvert Emerging by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Calvert Emerging to competition
FundamentalsCalvert EmergingPeer Average
Annual Yield0.03 %0.29 %
Year To Date Return10.67 %0.39 %
One Year Return12.83 %4.15 %
Three Year Return2.09 %3.60 %
Five Year Return3.88 %3.24 %
Net Asset23.31 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight13.85 %10.61 %
Equity Positions Weight86.09 %63.90 %

Calvert Emerging Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Calvert . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Calvert Emerging Buy or Sell Advice

When is the right time to buy or sell Calvert Emerging Markets? Buying financial instruments such as Calvert Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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In addition to having Calvert Emerging in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Social Domain Theme
New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Social Domain Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund

Calvert Emerging 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 Emerging security.
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