CALVERT Total Asset

Mutual Funds . USA . 
Fund . CALVERT US LARGE
CISIX Fund  USD 36.39  0.24  0.66%   
CALVERT US LARGE fundamentals help investors to digest information that contributes to CALVERT US's financial success or failures. It also enables traders to predict the movement of CALVERT Mutual Fund. The fundamental analysis module provides a way to measure CALVERT US's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to CALVERT US mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

CALVERT Total Asset Analysis

CALVERT US's Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Total Asset 
 = 
Tangible Assets 
+ 
Intangible Assets 
More About Total Asset | All Equity Analysis

Current CALVERT US Total Asset

    
  4.12 B  
Most of CALVERT US's fundamental indicators, such as Total Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, CALVERT US LARGE is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
Competition

CALVERT US Total Asset Component Assessment

Based on the latest financial disclosure, CALVERT US LARGE has a Total Asset of 4.12 B. This is much higher than that of the Category family and significantly higher than that of the Large Blend category. The total asset for all United States funds is notably lower than that of the firm.

CALVERT Total Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses CALVERT US's direct or indirect competition against its Total Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of CALVERT US could also be used in its relative valuation, which is a method of valuing CALVERT US by comparing valuation metrics of similar companies.
CALVERT US is currently under evaluation in total asset among similar funds.

Fund Asset Allocation for CALVERT US

The fund invests 99.79% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.21%) .
Asset allocation divides CALVERT US's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

CALVERT Fundamentals

Price to Earning19.40 X
Price to Book2.88 X
Price to Sales1.89 X
Total Asset4.12 B
One Year Return16.47 %
Three Year Return11.40 %
Five Year Return10.09 %
Ten Year Return13.36 %
Net Asset4.12 B
Last Dividend Paid0.32
Cash Position Weight0.21 %
Equity Positions Weight99.79 %

About CALVERT US Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze CALVERT US LARGE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of CALVERT US using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of CALVERT US LARGE based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. Calvert US is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards CALVERT US in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, CALVERT US's short interest history, or implied volatility extrapolated from CALVERT US options trading.
Check out CALVERT US Piotroski F Score and CALVERT US Altman Z Score analysis. You can also try Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for CALVERT Mutual Fund analysis

When running CALVERT US's price analysis, check to measure CALVERT US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CALVERT US is operating at the current time. Most of CALVERT US's value examination focuses on studying past and present price action to predict the probability of CALVERT US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CALVERT US's price. Additionally, you may evaluate how the addition of CALVERT US to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between CALVERT US's value and its price as these two are different measures arrived at by different means. Investors typically determine if CALVERT US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CALVERT US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party. Check out CALVERT US Piotroski F Score and CALVERT US Altman Z Score analysis.


 
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