Calvert Equity Equity Positions Weight vs. Last Dividend Paid
| CEYRX Fund | USD 92.43 0.02 0.02% |
For Calvert Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Equity Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Equity Fund over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Equity Last Dividend Paid vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Equity's current stock value. Our valuation model uses many indicators to compare Calvert Equity value to that of its competitors to determine the firm's financial worth. Calvert Equity Fund is the top fund in equity positions weight among similar funds. It also is the top fund in last dividend paid among similar funds . The ratio of Equity Positions Weight to Last Dividend Paid for Calvert Equity Fund is about 499.79 . 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 Equity's earnings, one of the primary drivers of an investment's value.Calvert Last Dividend Paid vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Calvert Equity |
| = | 94.96 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Calvert Equity |
| = | 0.19 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Calvert Last Dividend Paid Comparison
Calvert Equity is currently under evaluation in last dividend paid among similar funds.
Calvert Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Equity will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Equity's change in net profit over the period of time. It can combine multiple indicators of Calvert Equity, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Equity. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calvert Equity position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calvert Equity's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Calvert Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Calvert Equity position
In addition to having Calvert Equity 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.Did You Try This Idea?
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Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 129 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 Latest Losers Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Equity at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calvert Equity's income statement, its balance sheet, and the statement of cash flows.
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