Calvert Emerging Markets Fund Fundamentals
| CEMCX Fund | USD 11.90 0.11 0.93% |
Calvert Emerging Markets fundamentals help investors to digest information that contributes to Calvert Emerging's financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert Emerging's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert Emerging mutual fund.
Calvert |
Calvert Emerging Markets Mutual Fund Net Asset Analysis
Calvert Emerging's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Calvert Emerging Net Asset | 6.12 M |
Most of Calvert Emerging's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Calvert Emerging Markets has a Net Asset of 6.12 M. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Diversified Emerging Mkts category. The net asset for all United States funds is notably lower than that of the firm.
Calvert Emerging Markets Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Emerging's current stock value. Our valuation model uses many indicators to compare Calvert Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Emerging competition to find correlations between indicators driving Calvert Emerging's intrinsic value. More Info.Calvert Emerging Markets is fourth largest fund in year to date return among similar funds. It also is fourth largest fund in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Emerging's earnings, one of the primary drivers of an investment's value.Calvert Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Emerging's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Emerging could also be used in its relative valuation, which is a method of valuing Calvert Emerging by comparing valuation metrics of similar companies.Calvert Emerging is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Calvert Emerging
The fund invests 22.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (19.8%) , cash (33.96%) and various exotic instruments.Asset allocation divides Calvert Emerging's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Year To Date Return | 3.37 % | ||||
| One Year Return | (1.00) % | ||||
| Three Year Return | (0.52) % | ||||
| Net Asset | 6.12 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Holdings Turnover | 142.00 % | ||||
| Cash Position Weight | 33.96 % | ||||
| Equity Positions Weight | 22.88 % | ||||
| Bond Positions Weight | 19.80 % |
About Calvert Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Emerging Markets based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal market conditions, at least 80 percent of the funds assets will be invested in equity securities of companies located in emerging market countries. The Sub-Adviser seeks to construct a focused portfolio of approximately 40 to 60 equity securities designed to take advantage of thematic opportunities in emerging markets. It is non-diversified.
Also Currently Popular
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.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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