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Calamos Growth A CVGRX

Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 40.21  /  +0.22 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • 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 57%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:07 PM GMT+0

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 highest quintile among peers.

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Portfolio Holdings CVGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.49 142.0 Mil
Technology

Amazon.com Inc

7.27 98.4 Mil
Consumer Cyclical

Apple Inc

7.24 98.0 Mil
Technology

Alphabet Inc Class A

6.84 92.6 Mil
Communication Services

NVIDIA Corp

6.07 82.1 Mil
Technology

Visa Inc Class A

3.13 42.4 Mil
Financial Services

Meta Platforms Inc Class A

2.68 36.2 Mil
Communication Services

Eli Lilly and Co

2.39 32.3 Mil
Healthcare

ServiceNow Inc

1.75 23.7 Mil
Technology

Tesla Inc

1.54 20.9 Mil
Consumer Cyclical