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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1133 | 1211 | 1054 | 1563 | 1768 |
Fund Return | 9.8% | 13.29% | 21.11% | 1.77% | 9.35% | 5.86% |
Place in category | 6 | 3 | 7 | 238 | 3 | 22 |
% in Category | 2 | 1 | 2 | 68 | 1 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.38B | 8.52 | 5.47 | 9.71 | ||
Calamos Growth & Income I | 1.25B | 8.63 | 5.73 | 9.98 | ||
Calamos Growth A | 1.18B | 14.06 | 6.40 | 11.31 | ||
Calamos Phineus Long/Short I | 922.5M | 7.04 | 1.80 | - | ||
Calamos Growth I | 345.07M | 14.21 | 6.68 | 11.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.19B | 3.78 | 3.12 | 4.97 | ||
First Eagle Global I | 34.62B | 8.07 | 4.67 | 6.77 | ||
American Funds Capital Income Bld | 16.67B | 3.92 | 3.46 | 5.30 | ||
American Funds Global Balanced R6 | 16.14B | 3.86 | 1.76 | 4.80 | ||
First Eagle Global A | 14.38B | 7.96 | 4.41 | 6.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.41 | 123.22 | -2.27% | |
Microsoft | US5949181045 | 4.52 | 451.56 | +0.14% | |
Novo Nordisk ADR | US6701002056 | 3.76 | 143.85 | -2.08% | |
Eli Lilly | US5324571083 | 3.40 | 901.48 | -0.35% | |
MakeMyTrip Ltd. 0.01% | - | 2.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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