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Calamos Growth C CVGCX

Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 14.08  /  +3.00 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 57%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 12:01 AM GMT+0

Morningstar’s Analysis CVGCX

Will CVGCX outperform in future?

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

Strength in Calamos Growth 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.

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Portfolio Holdings CVGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.43 140.1 Mil
Technology

Apple Inc

8.07 108.5 Mil
Technology

Alphabet Inc Class A

7.73 103.9 Mil
Communication Services

Amazon.com Inc

7.17 96.4 Mil
Consumer Cyclical

NVIDIA Corp

4.92 66.1 Mil
Technology

Visa Inc Class A

3.00 40.4 Mil
Financial Services

Meta Platforms Inc Class A

2.45 32.9 Mil
Communication Services

UnitedHealth Group Inc

2.23 30.0 Mil
Healthcare

Eli Lilly and Co

2.17 29.1 Mil
Healthcare

Tesla Inc

2.06 27.7 Mil
Consumer Cyclical