Calvert Long Term Income Fund Total Asset
CLDIX Fund | USD 15.79 0.05 0.32% |
Calvert Long Term Income fundamentals help investors to digest information that contributes to Calvert Long-term'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 Long-term'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 Long-term mutual fund.
Calvert |
Calvert Long Term Income Mutual Fund Total Asset Analysis
Calvert Long-term'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.
Current Calvert Long-term Total Asset | 481.76 M |
Most of Calvert Long-term'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 Long Term Income 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 |
Based on the latest financial disclosure, Calvert Long Term Income has a Total Asset of 481.76 M. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Intermediate Core Bond 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 Long-term'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 Long-term could also be used in its relative valuation, which is a method of valuing Calvert Long-term by comparing valuation metrics of similar companies.Calvert Long is currently under evaluation in total asset among similar funds.
Fund Asset Allocation for Calvert Long-term
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Calvert Long-term'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
Total Asset | 481.76 M | |||
Annual Yield | 0 % | |||
Year To Date Return | 2.12 % | |||
One Year Return | 6.67 % | |||
Three Year Return | (1.87) % | |||
Five Year Return | 1.22 % | |||
Ten Year Return | 6.77 % | |||
Net Asset | 535.48 M | |||
Last Dividend Paid | 0.02 | |||
Cash Position Weight | 4.51 % | |||
Bond Positions Weight | 6.56 % |
About Calvert Long-term Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Long Term Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Long-term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Long Term Income 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert Long-term 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 Long-term security.
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