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Calamos Growth A CVGRX

Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 36.11  /  1.23 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 42%

Morningstar’s Analysis CVGRX

Will CVGRX outperform in future?

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

Strength in Calamos Growth A'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 most expensive quintile among peers.

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Portfolio Holdings CVGRX

  • Current Portfolio Date
  • Equity Holdings 156
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.64
117,676,868
Technology
7.98
97,359,840
Communication Services
7.90
96,480,259
Technology
6.61
80,637,301
Consumer Cyclical
5.27
64,369,820
Technology
2.92
35,651,550
Financial Services
2.35
28,738,830
Healthcare
2.29
27,899,530
Consumer Cyclical
2.21
26,981,374
Communication Services
2.20
26,856,500
Healthcare