CVTCX – Calamos Growth & Income C Investment Strategy | Morningstar

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Strategy

The investment seeks high long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund may also invest in foreign securities that are represented in the United States securities markets by ADRs or similar depository arrangements.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGIIX	Calamos Growth & Income Fund Institutional Class	Institutional	Open			Sep 18, 1997	$1.72B	0.800%	Average	$1M	−$12.42M
CVTRX	Calamos Growth & Income Fund Class A	Front Load	Open			Sep 22, 1988	$1.59B	1.050%	Average	$2,500	−$126.17M
CVTCX	Calamos Growth & Income Fund Class C	Level Load	Open			Aug 5, 1996	$148.55M	1.800%	Above Average	$2,500	−$2.29M
CGIOX	Calamos Growth and Income Fund Class R6	Retirement, Large	Open			Jun 23, 2020	$49.54M	0.730%	Above Average	$0	−$565,011.36

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