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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1027 | 1218 | 1174 | 1652 | 2080 |
Fund Return | 2.2% | 2.65% | 21.81% | 5.48% | 10.57% | 7.6% |
Place in category | 265 | 94 | 3 | 44 | 3 | 12 |
% in Category | 68 | 29 | 1 | 13 | 1 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.33B | 0.55 | 8.72 | 10.24 | ||
Calamos Growth & Income I | 1.3B | 0.59 | 9.00 | 10.51 | ||
Calamos Growth A | 1.09B | -1.44 | 11.35 | 11.35 | ||
Calamos Phineus Long/Short I | 942.41M | 1.60 | 3.00 | - | ||
Calamos Growth I | 344.24M | -1.41 | 11.63 | 11.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.45B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.36B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.56B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 15.28B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.79B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.25 | 117.52 | +1.81% | |
Apple | US0378331005 | 4.03 | 215.24 | +1.20% | |
Spotify USA Inc 0.01% | - | 3.74 | - | - | |
Microsoft | US5949181045 | 3.35 | 387.82 | +1.12% | |
Amazon.com | US0231351067 | 2.96 | 195.54 | +1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Neutral |
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