Calvert Responsible Index Fund Holdings Turnover
CGARX Fund | USD 26.92 0.23 0.86% |
Calvert Responsible Index fundamentals help investors to digest information that contributes to Calvert Responsible'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 Responsible'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 Responsible mutual fund.
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Calvert Responsible Index Mutual Fund Holdings Turnover Analysis
Calvert Responsible's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
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According to the company disclosure, Calvert Responsible Index has a Holdings Turnover of 0.0%. This indicator is about the same for the Calvert Research and Management average (which is currently at 0.0) family and about the same as Allocation--85%+ Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Calvert Fundamentals
Annual Yield | 0.02 % | ||||
Year To Date Return | 0.64 % | ||||
One Year Return | 15.71 % | ||||
Net Asset | 338.6 M |
About Calvert Responsible Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Responsible Index's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Responsible using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Responsible Index 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.
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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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