Morningstar

Calamos Growth & Income Fund Class C CVTCX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $58.76  /  +1.22 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 1.800%
  • Net Expense Ratio 1.800%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis CVTCX

Will CVTCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Growth & Income C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CVTCX

More CVTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.93 245M
Technology

Apple Inc

6.38 225M
Technology

Alphabet Inc Class A

4.88 172M
Communication Services

Microsoft Corp

4.85 171M
Technology

Amazon.com Inc

4.06 143M
Consumer Cyclical

Usd

3.49 123M
Cash and Equivalents

Broadcom Inc

2.34 83M
Technology

JPMorgan Chase & Co

1.77 62M
Financial Services

Meta Platforms Inc Class A

1.71 60M
Communication Services

Micron Technology Inc

1.56 55M
Technology

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