Cassady Schiller Wealth Management LLC Increases Stock Position in The Home Depot, Inc.
| CSGCX Fund | USD 44.56 0.04 0.09% |
Slightly above 55% of Calvert Balanced's investor base is interested to short. The analysis of overall sentiment of trading Calvert Balanced Portfolio mutual fund suggests that many investors are impartial at this time. Calvert Balanced's investing sentiment can be driven by a variety of factors including economic data, Calvert Balanced's earnings reports, geopolitical events, and overall market trends.
Calvert |
Cassady Schiller Wealth Management LLC lifted its holdings in shares of The Home Depot, Inc. by 9.6 percent in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,497 shares of the home improvement retailers stock after purchasing an additional 131 shares during the period. Cassady Schiller Wealth Management LLCs holdings in
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Calvert Balanced Fundamental Analysis
We analyze Calvert Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Balanced 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.
Year To Date Return
Year To Date Return Comparative Analysis
Calvert Balanced is currently under evaluation in year to date return among similar funds. Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Calvert Balanced Por Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Calvert Balanced mutual fund to make a market-neutral strategy. Peer analysis of Calvert Balanced could also be used in its relative valuation, which is a method of valuing Calvert Balanced by comparing valuation metrics with similar companies.
Peers
Calvert Balanced Related Equities
| CSXCX | Calvert Us | 0.53 | ||||
| CWVCX | Calvert International | 0.48 | ||||
| CSIFX | Calvert Balanced | 0.09 |
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced 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 Balanced security.
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