CVTRX Mutual Fund
CVTRX Mutual Fund
Calamos Growth and Income Fund Class A
CVTRX Mutual Fund Overview
CVTRX Mutual Fund (Calamos Growth and Income Fund Class A) is managed by Calamos Investments with $1.13B in net assets. CVTRX expense ratio is 1.05%, holding 151 positions across sectors including Information Technology, Financials, Unknown. Inception date: 1988-09-22.
CVTRX performance shows a YTD return of 10.70%. The 1-year return is 22.54% and the 5-year return is 10.09%. CVTRX dividend yield stands at 6.96%, paid quarterly.
CVTRX top holdings include Nvidia Corp (6.5%), Apple Inc (5.6%), 'alphabet Inc., Class 'a'' (5.3%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Amazon.Com Inc (4.0%). View all CVTRX holdings, sector breakdown, or dividend history.
CVTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.