
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1066 | 1230 | 1277 | 1800 | 2758 |
Fund Return | 2.84% | 6.64% | 23.01% | 8.49% | 12.48% | 10.68% |
Place in category | 178 | 9 | 10 | 23 | 5 | 7 |
% in Category | 43 | 4 | 5 | 10 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.44B | 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 | 930.15M | 3.95 | 4.08 | - | ||
Calamos Growth I | 394.6M | 2.75 | 11.73 | 12.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 79.44B | 3.19 | 5.30 | 7.14 | ||
Vanguard LifeStrategy Growth Inv | 22.46B | 2.63 | 6.03 | 8.35 | ||
American Funds Income Fund of A R6 | 22.75B | 3.19 | 5.61 | 7.45 | ||
American Funds Income Fund of Ame | 14.64B | 3.24 | 5.51 | 7.34 | ||
American Funds Growth and Inc A | 12.95B | 3.46 | 7.51 | 8.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.99 | 139.23 | -0.12% | |
Apple | US0378331005 | 5.77 | 244.87 | +0.16% | |
Microsoft | US5949181045 | 5.23 | 414.77 | +1.25% | |
Alphabet A | US02079K3059 | 4.33 | 185.27 | +0.82% | |
Amazon.com | US0231351067 | 4.14 | 226.63 | -0.01% |
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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