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Calamos Growth & Income A CVTRX

Quantitative rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 39.05  /  0.89 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.16%
  • Turnover 24%

Morningstar’s Analysis CVTRX

Will CVTRX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Calamos Growth & Income A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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