Calvert Large Cap Fund Quote
| CFJAX Fund | USD 30.19 0.13 0.43% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Calvert Us is trading at 30.19 as of the 16th of April 2024; that is -0.43 percent decrease since the beginning of the trading day. The fund's open price was 30.32. Calvert Us has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Calvert Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
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. More on Calvert Large Cap
Moving together with Calvert Mutual Fund
| 0.96 | CDHIX | Calvert Developed Market | PairCorr |
| 0.96 | CDHAX | Calvert Developed Market | PairCorr |
| 0.7 | CDICX | Calvert Short Duration | PairCorr |
| 0.96 | CDHRX | Calvert International | PairCorr |
| 0.91 | CVMAX | Calvert Emerging Markets | PairCorr |
| 0.91 | CVMIX | Calvert Emerging Markets | PairCorr |
| 0.87 | CEYIX | Calvert Equity Portfolio | PairCorr |
Calvert Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calvert Us' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calvert Us or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Large Value Funds, Large Value, Calvert Research and Management, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Large Cap [CFJAX] is traded in USA and was established 16th of April 2024. Calvert Us is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of Calvert Research and Management family. This fund currently has accumulated 1.7 B in assets under management (AUM) with no minimum investment requirementsCalvert Large Cap is currently producing year-to-date (YTD) return of 2.81% with the current yeild of 0.02%, while the total return for the last 3 years was 2.61%.
Check Calvert Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Large Cap Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology |
| MRK | Merck Company | Stock | Health Care |
| IBM | International Business Machines | Stock | Information Technology |
| JPM | JPMorgan Chase Co | Stock | Financials |
| WMT | Walmart | Stock | Consumer Staples |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
Calvert Us Target Price Odds Analysis
Based on a normal probability distribution, the odds of Calvert Us jumping above the current price in 90 days from now is about 54.27%. The Calvert Large Cap probability density function shows the probability of Calvert Us mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0294 suggesting Calvert Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Calvert Us is expected to follow. Additionally, calvert Large Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Calvert Us to move above the current price in 90 days from now is about 54.27 (This Calvert Large Cap probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calvert Us market risk premium is the additional return an investor will receive from holding Calvert Us long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calvert Us. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calvert Us' alpha and beta are two of the key measurements used to evaluate Calvert Us' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.533 | |||
| Semi Deviation | 0.7588 | |||
| Standard Deviation | 0.701 | |||
| Variance | 0.4914 |
Calvert Us Against Markets
Picking the right benchmark for Calvert Us mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calvert Us mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calvert Us is critical whether you are bullish or bearish towards Calvert Large Cap at a given time. Please also check how Calvert Us' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Calvert Us 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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How to buy Calvert Mutual Fund?
Before investing in Calvert Us, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Calvert Us. To buy Calvert Us fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Calvert Us. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Calvert Us fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Calvert Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Calvert Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Calvert Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Calvert Large Cap?
The danger of trading Calvert Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calvert Us is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calvert Us. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calvert Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Calvert Large Cap information on this page should be used as a complementary analysis to other Calvert Us' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .