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CGRIX Calamos Growth I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Uber Technologies (NYSE:UBER), SERVICENOW (NYSE:NOW).

Industry description

The investment seeks long-term capital growth. The fund invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. It may invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Calamos Growth I MF is 1.64T. The market cap for tickers in the group ranges from 156.29B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is NOW at 156.29B.

Volume

The average weekly volume growth across all stocks in the Calamos Growth I MF was 25%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 71
Price Growth Rating: 33
SMR Rating: 26
Profit Risk Rating: 15
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Calamos Investment Trust2020 Calamos CourtNaperville
Phone
N/A
Web
www.calamos.com
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CGRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CGRIX has been closely correlated with GFAFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGRIX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGRIX
1D Price
Change %
CGRIX100%
+0.14%
GFAFX - CGRIX
88%
Closely correlated
-0.36%
GFACX - CGRIX
88%
Closely correlated
-0.36%
RGAFX - CGRIX
86%
Closely correlated
-0.35%
GAFFX - CGRIX
86%
Closely correlated
-0.36%
FAFGX - CGRIX
86%
Closely correlated
-0.35%
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