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CLVRX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$35.37
Change
+$0.12 (+0.34%)
Net Assets
1.87B

CLVRX Calvert US Large Cap Value Rspnb Idx R6 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), Unitedhealth Group (NYSE:UNH), Goldman Sachs Group (NYSE:GS), Wells Fargo & Co (NYSE:WFC), Intel Corp (NASDAQ:INTC), Uber Technologies (NYSE:UBER), Verizon Communications (NYSE:VZ), 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 R6 MF is 378.39B. The market cap for tickers in the group ranges from 145.44B to 956.74B. WMT holds the highest valuation in this group at 956.74B. The lowest valued company is PFE at 145.44B.

Volume

The average weekly volume growth across all stocks in the Calvert US Large Cap Value Rspnb Idx R6 MF was 50%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 61
Price Growth Rating: 33
SMR Rating: 31
Profit Risk Rating: 51
Seasonality Score: 15 (-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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CLVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLVRX has been closely correlated with RMFEX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLVRX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLVRX
1D Price
Change %
CLVRX100%
-0.31%
RMFEX - CLVRX
88%
Closely correlated
-0.20%
RMEBX - CLVRX
88%
Closely correlated
-0.20%
RMFCX - CLVRX
88%
Closely correlated
-0.20%
RWEBX - CLVRX
82%
Closely correlated
-0.32%
FWWMX - CLVRX
81%
Closely correlated
-0.31%
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