CVTCX : Calamos Growth & Income Fund Class C

CVTCX is a Allocation Market All-In-One with HIGH fees.

CVTCX

Calamos Growth & Income Fund Class C

FI Score

37 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

37% FI Score
  • cvtcx
  • Mutual Fund
  • Allocation
  • All-In-One

Calamos Growth & Income Fund Class C

Expenses: 1.85% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks high long-term total return through growth and current income. 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 adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Largest Holdings

Amount Holding
5.48% Microsoft Corp
4.63% Apple Inc
4.31% Amazon.com Inc
2.91% Alphabet Inc A
1.86% Facebook Inc A
1.74% UnitedHealth Group Inc
1.71% Visa Inc Class A
1.35% Southwest Airlines Co. 1.25%
1.25% Lockheed Martin Corp
1.21% Procter & Gamble Co
1.20% The Home Depot Inc
1.19% JPMorgan Chase & Co
1.13% Mastercard Inc A
1.07% Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A-
1.06% Chevron Corp
1.06% CSX Corp
1.04% Johnson & Johnson
1.03% Northrop Grumman Corp
0.99% Masco Corp
0.94% Merck & Co Inc
0.93% Bank of America Corp
0.91% Honeywell International Inc
0.89% PepsiCo Inc
0.88% American Tower Corp
0.86% Baxter International Inc

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