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CAHEX Calamos Hedged Equity A Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks total return with lower volatility than equity markets. The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds).

Market Cap

The average market capitalization across the Calamos Hedged Equity A MF is 2.15T. The market cap for tickers in the group ranges from 739.66B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is LLY at 739.66B.

Volume

The average weekly volume growth across all stocks in the Calamos Hedged Equity A MF was -17%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 78
Price Growth Rating: 43
SMR Rating: 24
Profit Risk Rating: 16
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Calamos Investment Trust2020 Calamos CourtNaperville
Phone
N/A
Web
www.calamos.com
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CAHEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAHEX has been closely correlated with GATEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAHEX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAHEX
1D Price
Change %
CAHEX100%
+0.12%
GATEX - CAHEX
95%
Closely correlated
+0.28%
JHQRX - CAHEX
92%
Closely correlated
+0.24%
JHQAX - CAHEX
92%
Closely correlated
+0.24%
JHEQX - CAHEX
92%
Closely correlated
+0.27%
JHQCX - CAHEX
92%
Closely correlated
+0.24%
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