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), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA).
Industry description
The investment seeks income and capital appreciation primarily through investments in dividend paying equities.
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes, if any) in dividend-paying equities (including common and preferred stocks and invests in units of Master Limited Partnerships ("MLPs"). It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broader equity market. The fund may invest up to 25% of its net assets in MLPs.
Market Cap
The average market capitalization across the Calamos Dividend Growth I MF is 1.75T. The market cap for tickers in the group ranges from 446.3B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is MA at 446.3B.
Volume
The average weekly volume growth across all stocks in the Calamos Dividend Growth I MF was 36%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 83
P/E Growth Rating: 55
Price Growth Rating: 23
SMR Rating: 27
Profit Risk Rating: 11
Seasonality Score: 10 (-100 ... +100)