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CFJIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$36.22
Change
+$0.35 (+0.98%)
Net Assets
1.91B

CFJIX Calvert US Large Cap Value Rspnb Idx I Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the Calvert US Large-Cap Value Responsible Index, which measures the investment return of large-capitalization stocks... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NASDAQ:WMT), JPMorgan Chase & Co (NYSE:JPM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Goldman Sachs Group (NYSE:GS), Unitedhealth Group (NYSE:UNH), Intel Corp (NASDAQ:INTC), Verizon Communications (NYSE:VZ), Uber Technologies (NYSE:UBER), Pfizer (NYSE:PFE).

Industry description

The investment seeks to track the performance of the Calvert US Large-Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.

Market Cap

The average market capitalization across the Calvert US Large Cap Value Rspnb Idx I MF is 383.35B. The market cap for tickers in the group ranges from 146.52B to 1.02T. WMT holds the highest valuation in this group at 1.02T. The lowest valued company is PFE at 146.52B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Value Rspnb Idx I MF was 9%. For the same stocks of the MF, the average monthly volume growth was 74% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 61
Price Growth Rating: 35
SMR Rating: 31
Profit Risk Rating: 52
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com
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CFJIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFJIX has been closely correlated with RMFEX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFJIX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFJIX
1D Price
Change %
CFJIX100%
+1.01%
RMFEX - CFJIX
89%
Closely correlated
+0.33%
RMEBX - CFJIX
89%
Closely correlated
+0.33%
RMFCX - CFJIX
89%
Closely correlated
+0.32%
FFFMX - CFJIX
86%
Closely correlated
+0.33%
RWMHX - CFJIX
85%
Closely correlated
+0.38%
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