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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 | 1.4B | 14.41 | 5.42 | 9.91 | ||
Calamos Growth & Income I | 1.31B | 14.62 | 5.69 | 10.18 | ||
Calamos Growth A | 1.18B | 21.06 | 4.65 | 11.37 | ||
Calamos Phineus Long/Short I | 936.41M | 7.79 | 3.97 | - | ||
Calamos Growth I | 356.05M | 21.28 | 4.92 | 11.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.64B | 11.33 | 5.20 | 6.80 | ||
Vanguard LifeStrategy Growth Inv | 22.18B | 12.63 | 3.92 | 7.87 | ||
American Funds Income Fund of A R6 | 21.7B | 11.59 | 5.53 | 7.11 | ||
American Funds Income Fund of Ame | 14.1B | 11.51 | 5.41 | 7.00 | ||
American Funds Growth and Inc A | 12.39B | 13.24 | 5.13 | 8.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.28 | 428.02 | -0.76% | |
Apple | US0378331005 | 6.71 | 227.79 | +0.12% | |
Alphabet A | US02079K3059 | 4.20 | 163.95 | +0.75% | |
Amazon.com | US0231351067 | 3.62 | 187.97 | -1.67% | |
NVIDIA | US67066G1040 | 3.14 | 121.40 | -2.13% |
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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