A sound investment process and strong management team underpin Calamos Dividend Growth A's Morningstar Quantitative Rating of Bronze. 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.
- NAV / 1-Day Return 13.89 / 1.31 %
- Total Assets 14.9 Mil
-
Adj. Expense Ratio
1.350%
- Expense Ratio 1.350%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.37%
- Turnover 25%
Morningstar’s Analysis CADVX
Will CADVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 112
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector