Calvert Global Real Fund Holdings Turnover
| CGRAX Fund | USD 9.31 0.00 0.00% |
Calvert Global Real fundamentals help investors to digest information that contributes to Calvert Global'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 Global'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 Global mutual fund.
Calvert |
Calvert Global Real Mutual Fund Holdings Turnover Analysis
Calvert Global'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.
Current Calvert Global Holdings Turnover | 21.96 % |
Most of Calvert Global's fundamental indicators, such as Holdings Turnover, 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 Global Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
According to the company disclosure, Calvert Global Real has a Holdings Turnover of 21.96%. 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 holdings turnover for all United States funds is notably lower than that of the firm.
Did you try this?
Run Pattern Recognition Now
Pattern RecognitionUse different Pattern Recognition models to time the market across multiple global exchanges |
| All Next | Launch Module |
Fund Asset Allocation for Calvert Global
The fund consists of 92.35% investments in stocks, with the rest of investments allocated between bonds, cash.Asset allocation divides Calvert Global'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
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 18.56 % | ||||
| One Year Return | (0.63) % | ||||
| Three Year Return | 16.39 % | ||||
| Five Year Return | 0.54 % | ||||
| Ten Year Return | 2.99 % | ||||
| Net Asset | 5.76 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.16 | ||||
| Holdings Turnover | 21.96 % | ||||
| Cash Position Weight | 7.59 % | ||||
| Equity Positions Weight | 92.35 % | ||||
| Bond Positions Weight | 0.06 % |
About Calvert Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Global Real's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Global Real 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.
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 Global 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 Global security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |