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Morningstar

Calamos Select Fund C CVACX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 16.02  /  −1.29 %
  • Total Assets 51.7 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CVACX

Will CVACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CVACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CVACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Calamos Select Fund C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVACX

More CVACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.97 3.6 Mil
Technology

Apple Inc

6.06 3.2 Mil
Technology

Amazon.com Inc

5.86 3.1 Mil
Consumer Cyclical

NVIDIA Corp

5.40 2.8 Mil
Technology

Alphabet Inc Class A

5.09 2.6 Mil
Communication Services

Eli Lilly and Co

2.80 1.5 Mil
Healthcare

Visa Inc Class A

2.47 1.3 Mil
Financial Services

Broadcom Inc

2.31 1.2 Mil
Technology

Uber Technologies Inc

2.30 1.2 Mil
Technology

The Home Depot Inc

2.20 1.1 Mil
Consumer Cyclical