CADVX : Calamos Dividend Growth Fund Class A

CADVX is a US Stocks Market Large Blend with HIGH fees.

CADVX

Calamos Dividend Growth Fund Class A

FI Score

19 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

19% FI Score
  • cadvx
  • Mutual Fund
  • US Stocks
  • Large Blend

Calamos Dividend Growth Fund Class A

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks income and capital appreciation primarily through investments in dividend paying equities. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes, if any) in dividend-paying equities (including common and preferred stocks and invests in units of Master Limited Partnerships ("MLPs"). It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broader equity market. The fund may invest up to 25% of its net assets in MLPs.

Largest Holdings

Amount Holding
6.12% Microsoft Corp
5.62% Apple Inc
4.63% Amazon.com Inc
3.52% Alphabet Inc Class C
2.23% Visa Inc Class A
2.19% Facebook Inc A
1.80% UnitedHealth Group Inc
1.56% JPMorgan Chase & Co
1.50% Berkshire Hathaway Inc Class B
1.36% Merck & Co Inc
1.36% Walmart Inc
1.35% Procter & Gamble Co
1.34% NextEra Energy Inc
1.34% Johnson & Johnson
1.31% The Walt Disney Co
1.20% Bank of America Corp
1.19% The Home Depot Inc
1.19% AT&T Inc
1.18% Mastercard Inc A
1.10% Medtronic PLC
1.10% Honeywell International Inc
1.08% PepsiCo Inc
1.07% Chevron Corp
1.07% Comcast Corp Class A
1.05% Salesforce.com Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo