Calamos Growth Income Fund Quote
| CVTRX Fund | USD 46.92 0.05 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calamos Growth is trading at 46.92 as of the 21st of March 2025; that is 0.11% down since the beginning of the trading day. The fund's open price was 46.97. 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment advisers opinion, the appropriate balance between risk and reward in terms of growth and income. More on Calamos Growth Income
Moving together with Calamos Mutual Fund
| 0.87 | SROIX | Calamos Antetokounmpo | PairCorr |
| 0.88 | SROAX | Innealta Capital Sector | PairCorr |
| 0.88 | SROCX | Calamos Antetokounmpo | PairCorr |
| 0.87 | SRORX | Calamos Antetokounmpo | PairCorr |
| 0.98 | CVAIX | Calamos Opportunistic | PairCorr |
| 0.92 | CVACX | Calamos Opportunistic | PairCorr |
Moving against Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Calamos (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Growth Income [CVTRX] is traded in USA and was established 21st of March 2025. Calamos Growth is listed under Calamos category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Calamos family. This fund currently has accumulated 2.41 B in assets under management (AUM) with no minimum investment requirementsCalamos Growth Income is currently producing year-to-date (YTD) return of 0.55% with the current yeild of 0.01%, while the total return for the last 3 years was 8.83%.
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 Income 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 Income Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| DIS | Walt Disney | Stock | Communication Services | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Calamos Growth Income Risk Profiles
| Mean Deviation | 0.747 | |||
| Standard Deviation | 0.9783 | |||
| Variance | 0.957 | |||
| Risk Adjusted Performance | (0.14) |
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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