Calvert Fund Fund Fundamentals
| CGECX Fund | USD 9.31 0.00 0.00% |
Calvert Fund fundamentals help investors to digest information that contributes to Calvert Fund'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 Fund'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 Fund mutual fund.
Calvert |
Calvert Fund Mutual Fund Net Asset Analysis
Calvert Fund'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 Fund Net Asset | 5.03 M |
Most of Calvert Fund'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 Fund 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 Fund has a Net Asset of 5.03 M. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Global Real Estate category. The net asset for all United States funds is notably lower than that of the firm.
Calvert Fund Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Fund's current stock value. Our valuation model uses many indicators to compare Calvert Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Fund competition to find correlations between indicators driving Calvert Fund's intrinsic value. More Info.Calvert Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 892.55 of Year To Date Return per Annual Yield. 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 Fund'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 Fund'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 Fund could also be used in its relative valuation, which is a method of valuing Calvert Fund by comparing valuation metrics of similar companies.Calvert Fund is currently under evaluation in net asset among similar funds.
Calvert Fundamentals
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 10.98 % | ||||
| One Year Return | 34.26 % | ||||
| Net Asset | 5.03 M |
About Calvert Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Fund 's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Fund 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 circumstances, at least 80 percent of the funds assets will be invested in securities of companies in the real estate industry, including REITs, REOCs, foreign real estate companies, companies with substantial real estate-related holdings andor companies whose products or services are related to the real estate industry, including, but not limited to, real estate management, brokers and building products, and property technology companies. 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 Fund 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 Fund security.
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