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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1093 | 1226 | 1197 | 1696 | 2306 |
Fund Return | 5.39% | 9.29% | 22.57% | 6.17% | 11.14% | 8.71% |
Place in category | 23 | 89 | 24 | 43 | 10 | 9 |
% in Category | 9 | 28 | 8 | 19 | 5 | 5 |
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 Income Fund of Amer | 75.32B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 20.13B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.14B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.63B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.28 | 451.63 | +0.15% | |
Apple | US0378331005 | 6.71 | 213.49 | +2.11% | |
Alphabet A | US02079K3059 | 4.20 | 183.87 | -0.09% | |
Amazon.com | US0231351067 | 3.62 | 193.64 | +3.91% | |
NVIDIA | US67066G1040 | 3.14 | 123.11 | -2.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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