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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1179 | 1361 | 1141 | 1992 | 2642 |
Fund Return | 13.66% | 17.89% | 36.09% | 4.48% | 14.78% | 10.2% |
Place in category | 23 | 26 | 57 | 123 | 13 | 33 |
% in Category | 6 | 8 | 15 | 41 | 5 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.39B | 8.52 | 5.47 | 9.71 | ||
Calamos Growth & Income I | 1.25B | 8.63 | 5.73 | 9.98 | ||
Calamos Growth A | 1.19B | 14.06 | 6.40 | 11.31 | ||
Calamos Phineus Long/Short I | 921.53M | 7.04 | 1.80 | - | ||
Calamos Growth I | 348.9M | 14.21 | 6.68 | 11.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.96B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 36.08B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 24.18B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.59B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.89B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.44 | 124.12 | -1.81% | |
Microsoft | US5949181045 | 5.36 | 455.35 | +0.71% | |
Novo Nordisk ADR | US6701002056 | 4.40 | 143.94 | +0.19% | |
Eli Lilly | US5324571083 | 4.01 | 901.79 | +0.06% | |
Amazon.com | US0231351067 | 3.48 | 195.83 | +1.15% |
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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