Calvert Equity Portfolio Fund Analysis

Calvert Mutual Fund Analysis Notes

The fund generated five year return of 13.0%. Calvert Equity Portfolio holds 94.96% of assets under management (AUM) in equities. This fund last dividend was 0.13 per share. Large Blend For more info on Calvert Equity Portfolio please contact the company at 800-368-2745.

Calvert Equity Portfolio Investment Alerts

Calvert Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Calvert Equity's market, we take the total number of its shares issued and multiply it by Calvert Equity's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Calvert Equity Portfolio Mutual Fund Constituents

Institutional Mutual Fund Holders for Calvert Equity

Note, although Calvert Equity's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 2nd of December, Calvert Equity shows the Risk Adjusted Performance of 0.0451, downside deviation of 0.6657, and Mean Deviation of 0.4813. Calvert Equity Portfolio technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.

Calvert Equity Portfolio Price Movement Analysis

Calvert Equity Outstanding Bonds

Calvert Equity Predictive Daily Indicators

Calvert Equity Forecast Models

Calvert Equity's time-series forecasting models are one of many Calvert Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Calvert Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Calvert shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Calvert Equity. By using and applying Calvert Mutual Fund analysis, traders can create a robust methodology for identifying Calvert entry and exit points for their positions.

Calvert Equity 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 Equity security.