Calamos Dividend Growth Fund Quote
| CADVX Fund | USD 18.21 0.02 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calamos Dividend is trading at 18.21 as of the 22nd of March 2025; that is 0.11% up since the beginning of the trading day. The fund's open price was 18.19. Calamos Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in dividend-paying equities . It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broader equity market. More on Calamos Dividend Growth
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Large Blend, Calamos, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Dividend Growth [CADVX] is traded in USA and was established 22nd of March 2025. Calamos Dividend is listed under Calamos category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Calamos family. This fund currently has accumulated 16.34 M in assets under management (AUM) with no minimum investment requirementsCalamos Dividend Growth is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.0%, while the total return for the last 3 years was 10.62%.
Check Calamos Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Dividend Growth Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| WMT | Walmart | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
Calamos Dividend Growth Risk Profiles
| Mean Deviation | 0.8553 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.11) |
Calamos Dividend Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Dividend financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Dividend security.
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