CPZ

Calamos Long/Short Equity & Dynamic Income Term Trust ^CPZ

CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust HNVIX
Heartland Value Plus Fund Insti Class Shs HRVIX
Heartland Value Plus Fund Investor Class Shs MEFIX
ClearBridge Emerging Markets Fund - Class FI MCEMX
Martin Currie Emerging Markets Fund Class IS SMAYX
Small Cap Growth Fund Class Y MCEIX
Martin Currie Emerging Markets Fund Class I BULIX
American Century Utilities Fund Investor Class SPVYX
Small Cap Value Fund Class Y SWYOX
Schwab Capital Trust - Target 2065 Index Fund

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode	CPZ	HNVIX	HRVIX	MEFIX	MCEMX	SMAYX	MCEIX	BULIX	SPVYX	SWYOX
6M	-8.30 %	13.51 %	13.39 %	19.33 %	19.46 %	14.39 %	19.39 %	4.74 %	20.27 %	12.82 %
YTD	-1.90 %	5.77 %	5.52 %	32.72 %	33.17 %	8.80 %	33.04 %	13.31 %	16.35 %	21.33 %
1Y	-5.27 %	-5.00 %	-4.95 %	28.73 %	28.69 %	-3.75 %	28.75 %	11.12 %	-8.28 %	15.17 %
3Y	-6.30 %	-1.43 %	-1.34 %	41.27 %	40.87 %	32.51 %	40.87 %	15.79 %	7.67 %	55.83 %
5Y	-16.47 %	-2.77 %	-2.53 %	2.40 %	2.25 %	-1.85 %	2.20 %	14.60 %	18.39 %	49.60 %
10Y	-26.79 %	43.43 %	44.22 %	104.29 %	105.88 %	47.15 %	105.02 %	26.35 %	23.99 %	49.60 %
From the beginning	-26.79 %	51.42 %	274.40 %	66.70 %	68.20 %	40.01 %	67.50 %	100.90 %	9.60 %	49.60 %

Dividend

Calamos Long/Short Equity & Dynamic Income Term Trust

Heartland Value Plus Fund Insti Class Shs

Heartland Value Plus Fund Investor Class Shs

ClearBridge Emerging Markets Fund - Class FI

Martin Currie Emerging Markets Fund Class IS

Small Cap Growth Fund Class Y

Martin Currie Emerging Markets Fund Class I

American Century Utilities Fund Investor Class

Small Cap Value Fund Class Y

Schwab Capital Trust - Target 2065 Index Fund