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Calamos Growth & Income C CVTCX

Quantitative rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 39.30  /  0.88 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.61%
  • Turnover 24%

Morningstar’s Analysis CVTCX

Will CVTCX outperform in future?

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

Summary

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Strength in the People Pillar isn't sufficient for Calamos Growth & Income C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. 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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