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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1305 | 1002 | 1305 | 1179 | 1986 | 3066 |
Fund Return | 30.54% | 0.21% | 30.54% | 5.65% | 14.71% | 11.85% |
Place in category | 16 | 108 | 16 | 39 | 1 | 16 |
% in Category | 6 | 33 | 6 | 14 | 1 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.45B | 2.77 | 8.59 | 11.02 | ||
Calamos Growth & Income I | 1.4B | 2.80 | 8.87 | 11.29 | ||
Calamos Growth A | 1.26B | 2.73 | 11.45 | 12.57 | ||
Calamos Phineus Long/Short I | 924.45M | 3.95 | 4.08 | - | ||
Calamos Growth I | 394.41M | 2.75 | 11.73 | 12.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 64.06B | 4.36 | 6.91 | 11.64 | ||
American Funds New Perspective R6 | 39.57B | 4.39 | 7.25 | 11.99 | ||
Old Westbury Large Cap Strategies | 25.41B | 2.82 | 7.52 | 8.38 | ||
American Funds New Perspective F2 | 19.98B | 4.40 | 7.14 | 11.87 | ||
American Funds New Economy A | 18.17B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.54 | 138.85 | +2.63% | |
Apple | US0378331005 | 4.33 | 244.60 | +1.27% | |
Microsoft | US5949181045 | 3.99 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.72 | 228.68 | -0.73% | |
Spotify Tech | LU1778762911 | 2.99 | 638.18 | -1.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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