Calvert Large Cap Fund Analysis
CSXAX Fund | USD 43.88 0.04 0.09% |
Calvert Large Cap is fairly valued with Real Value of 44.53 and Hype Value of 43.88. The main objective of Calvert Large fund analysis is to determine its intrinsic value, which is an estimate of what Calvert Large Cap is worth, separate from its market price. There are two main types of Calvert Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Calvert Large Cap. On the other hand, technical analysis, focuses on the price and volume data of Calvert Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Calvert Large mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Calvert |
- CSXAX Calvert Large Cap
- CSXAX 43.88 0.04
- Low 43.88
- High 43.88
- Alpha -0.077
- Beta 1.12
- Price To Earning 19.40 X
- Price To Book 2.88 X
- Price To Sales 1.89 X
- Total Asset 696.6 M
- Annual Yield 0.01 %
- Year To Date Return 0.57 %
- One Year Return (1.67) %
- Three Year Return 3.65 %
- Five Year Return 16.03 %
- Ten Year Return 12.88 %
- Net Asset 4.46 B
- Last Dividend Paid 0.26
- Cash Position Weight 0.21 %
- Equity Positions Weight 99.79 %
- Daily Balance Of Power 9.2 T
- Rate Of Daily Change 1.0
- Day Median Price 43.88
- Day Typical Price 43.88
- Price Action Indicator 0.02
- Period Momentum Indicator 0.04
- Relative Strength Index 40.71
Calvert Mutual Fund Analysis Notes
The fund generated five year return of 16.0%. Calvert Large Cap holds 99.79% of assets under management (AUM) in equities. This fund last dividend was 0.26 per share. Large Blend For more info on Calvert Large Cap please contact the company at 800-368-2745.Calvert Large Cap Investment Alerts
Calvert Large Cap generated a negative expected return over the last 90 days | |
The fund holds 99.79% of its assets under management (AUM) in equities |
Calvert Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Calvert Large's market, we take the total number of its shares issued and multiply it by Calvert Large's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Calvert Large Cap Mutual Fund Constituents
JNJ | Johnson Johnson | Stock | |
CSCO | Cisco Systems | Stock | |
KO | The Coca Cola | Stock | |
VZ | Verizon Communications | Stock | |
AAPL | Apple Inc | Stock | |
V | Visa Class A | Stock | |
TSLA | Tesla Inc | Stock | |
T | ATT Inc | Stock | |
PG | Procter Gamble | Stock | |
NVDA | NVIDIA | Stock | |
MSFT | Microsoft | Stock | |
MA | Mastercard | Stock | |
JPM | JPMorgan Chase Co | Stock | |
INTC | Intel | Stock | |
HD | Home Depot | Stock | |
GOOGL | Alphabet Inc Class A | Stock | |
DIS | Walt Disney | Stock | |
BAC | Bank of America | Stock | |
AMZN | Amazon Inc | Stock | |
C | Citigroup | Stock | |
PFE | Pfizer Inc | Stock | |
GE | GE Aerospace | Stock |
Technical Drivers
As of the 17th of April 2025, Calvert Large shows the Risk Adjusted Performance of (0.17), standard deviation of 1.94, and Mean Deviation of 1.2. Calvert Large Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.Calvert Large Cap Price Movement Analysis
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Calvert Large middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Calvert Large Cap. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Calvert Large Predictive Daily Indicators
Calvert Large intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Large mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 43.88 | |||
Day Typical Price | 43.88 | |||
Price Action Indicator | 0.02 | |||
Period Momentum Indicator | 0.04 | |||
Relative Strength Index | 40.71 |
Calvert Large Forecast Models
Calvert Large's time-series forecasting models are one of many Calvert Large's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Large's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Calvert Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Calvert Large prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Calvert shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Calvert Large. By using and applying Calvert Mutual Fund analysis, traders can create a robust methodology for identifying Calvert entry and exit points for their positions.
The investment seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks. Calvert US is traded on NASDAQ Exchange in the United States.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Calvert Large to your portfolios without increasing risk or reducing expected return.Did you try this?
Run Fundamental Analysis Now
Fundamental AnalysisView fundamental data based on most recent published financial statements |
All Next | Launch Module |
Other Information on Investing in Calvert Mutual Fund
Calvert Large 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 Large security.
Fundamental Analysis View fundamental data based on most recent published financial statements | |
Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |