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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1233 | 1023 | 1393 | 1209 | 1933 | 2864 |
Fund Return | 23.35% | 2.26% | 39.35% | 6.52% | 14.08% | 11.09% |
Place in category | 503 | 801 | 617 | 728 | 797 | 705 |
% in Category | 44 | 72 | 52 | 70 | 77 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.44B | 16.34 | 5.28 | 10.09 | ||
Calamos Growth & Income I | 1.36B | 16.60 | 5.55 | 10.36 | ||
Calamos Growth A | 1.23B | 23.97 | 4.37 | 11.54 | ||
Calamos Phineus Long/Short I | 951.47M | 8.61 | 4.05 | - | ||
Calamos Growth I | 377.13M | 24.26 | 4.63 | 11.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Vanguard Growth Index Adm | 83.57B | 23.69 | 7.47 | 15.16 | ||
JPMorgan Large Cap Growth R6 | 66.55B | 26.92 | 9.12 | 17.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 10.43 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 9.76 | 417.00 | +1.00% | |
Apple | US0378331005 | 7.97 | 229.87 | +0.59% | |
Amazon.com | US0231351067 | 7.42 | 197.12 | -0.64% | |
Alphabet A | US02079K3059 | 7.07 | 164.76 | -1.71% |
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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