Calamos Growth Fund Quote
| CGRIX Fund | USD 70.13 0.52 0.75% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calamos Growth is trading at 70.13 as of the 27th of February 2025; that is 0.75 percent increase since the beginning of the trading day. The fund's open price was 69.61. Calamos Growth 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
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 funds 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. More on Calamos Growth Fund
Moving together with Calamos Mutual Fund
| 0.8 | SROIX | Calamos Antetokounmpo | PairCorr |
| 0.81 | SROAX | Innealta Capital Sector | PairCorr |
| 0.83 | SROCX | Calamos Antetokounmpo | PairCorr |
| 0.8 | SRORX | Calamos Antetokounmpo | PairCorr |
| 0.87 | CVAIX | Calamos Opportunistic | PairCorr |
| 0.84 | CVACX | Calamos Opportunistic | PairCorr |
Moving against Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Growth Funds, Large Growth, Calamos, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Calamos Growth Fund [CGRIX] is traded in USA and was established 27th of February 2025. Calamos Growth is listed under Calamos category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Calamos family. This fund currently has accumulated 1.63 B in assets under management (AUM) with minimum initial investment of 1000 K. Calamos Growth is currently producing year-to-date (YTD) return of 1.12%, while the total return for the last 3 years was 13.18%.
Check Calamos Growth 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 Growth Fund 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 Growth Fund Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care | |
| CBOE | Cboe Global Markets | Stock | Financials | |
| BA | The Boeing | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| AMAT | Applied Materials | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
Calamos Growth Risk Profiles
| Mean Deviation | 0.9194 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 | |||
| Risk Adjusted Performance | (0.02) |
Calamos Growth Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Growth 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 Growth security.
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