Skip to Content
Morningstar

Calamos Growth C CVGCX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 14.95  /  +0.54 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    2.070%
  • Expense Ratio 2.070%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CVGCX

Will CVGCX 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 CVGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CVGCX 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 CVGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CVGCX

More CVGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.10 148.3 Mil
Technology

NVIDIA Corp

9.97 146.4 Mil
Technology

Alphabet Inc Class A

7.77 114.0 Mil
Communication Services

Amazon.com Inc

7.62 111.9 Mil
Consumer Cyclical

Apple Inc

6.96 102.2 Mil
Technology

Meta Platforms Inc Class A

2.95 43.4 Mil
Communication Services

Visa Inc Class A

2.88 42.2 Mil
Financial Services

Eli Lilly and Co

2.79 41.0 Mil
Healthcare

Chipotle Mexican Grill Inc

1.68 24.7 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.51 22.1 Mil
Healthcare