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Calamos Focus Growth A (CBCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Calamos Focus Growth A (CBCAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Calamos Focus Growth A Fund (CBCAX) ManagerFund Manager - John Calamos

Fund Manager Information

Fund Manager Tenure: 16.0 years
Similar Funds: CBCBX  CBCIX  CBCRX 
Fund Family: Calamos
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Calamos Focus Growth A Fund (CBCAX) ProfileCalamos Focus Growth A Fund (CBCAX) Profile

Fund Profile and Description

Calamos Focus Growth A Fund seeks long-term capital growth. Calamos Focus Growth A Fund invests at least 80% of net assets in "blue chip" companies. A blue chip company is one whose stock is included in the S&P 500 Stock Index or the Dow Jones Industrial Average or a company with a market capitalization of at least $2 billion that is well established, well known and financially viable. It invests primarily in equity securities issued by U.S. companies. Calamos Focus Growth A Fund may invest up to 25% of its net assets in foreign securities.

 

Calamos Focus Growth A (CBCAX) Fund Strength What we like about Calamos Focus Growth A (CBCAX) Fund

Data for Calamos Focus Growth A Fund (CBCAX) as of May 30, 2016

  • Calamos Focus Growth A Fund (CBCAX) management has been with Calamos Focus Growth A Fund for 16.0 years
  • Calamos Focus Growth A Fund (CBCAX) ratio of up-years vs down years is greater than 2
  • Calamos Focus Growth A Fund (CBCAX) has a lower expense ratio than its Large Growth average: 1.15% vs 1.17%

Calamos Focus Growth A Fund (CBCAX) Weakness What we are cautious about Calamos Focus Growth A (CBCAX) Fund

Data for Calamos Focus Growth A Fund (CBCAX) as of May 30, 2016

  • Calamos Focus Growth A Fund (CBCAX) has a less-than-ideal short-term performance (1-year return -4.13% vs -1.74% Large Growth category median performance)
  • Calamos Focus Growth A Fund (CBCAX) has a less-than-ideal mid-term performance (3-year return 9.93% vs 10.74% Large Growth category median performance)
  • Calamos Focus Growth A Fund (CBCAX) has a less-than-ideal Long-term performance (5-year return 7.27% vs 10.14% Large Growth category median performance)
  • Calamos Focus Growth A Fund (CBCAX) has a Morningstar rating of 3 and below
  • Calamos Focus Growth A Fund (CBCAX) is less safe compared to its Large Growth peers
  • Calamos Focus Growth A Fund (CBCAX) has an annual stock turnover rate of 147.70% that is higher than the Large Growth average of 50.46%. This could mean Calamos Focus Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Calamos Focus Growth A Fund (CBCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.24 that is higher than category average of 12.75
  • Calamos Focus Growth A Fund (CBCAX) carries a 4.75% load
  • Asset base in Calamos Focus Growth A Fund (CBCAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Calamos Focus Growth A Fund (CBCAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Calamos Focus Growth A Fund (CBCAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Calamos Focus Growth A-2.09-4.139.937.27
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Calamos Focus Growth A Fund (CBCAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Calamos Focus Growth A Fund (CBCAX) Net Asset TrackingCalamos Focus Growth A (CBCAX) Fund Net Asset

Track net asset change of Calamos Focus Growth A fund (CBCAX)

DateNet Asset
05/2016$51.15M
03/2016$52.29M
02/2016$54.18M
More historic net asset information on Calamos Focus Growth A Fund (CBCAX)

  

Graph of Calamos Focus Growth A Fund (CBCAX) Portfolio TrackingCalamos Focus Growth A (CBCAX) Fund Portfolio Allocation

Track portfolio allocation change of Calamos Focus Growth A fund (CBCAX)

DateCashStockBondOther
04/20167.71%92.29%0%0%
01/20165.82%94.18%0%0%
12/20157.77%92.23%0%0%
Click here to see more historic asset allocation information on Calamos Focus Growth A Fund (CBCAX)

 

graph of Calamos Focus Growth A Fund (CBCAX) Top 10 Position TrackingTop 10 Holdings in Calamos Focus Growth A (CBCAX) Fund

Discover what Calamos Focus Growth A Fund (CBCAX) manager is buying

Apr 29, 2016
Alphabet Inc. [6.6%]
Apple Inc. [6.49%]
Microsoft Corporation [4.9%]
Home Depot, Inc. (The) Common S [4.38%]
Facebook, Inc. [3.88%]
Reynolds American Inc Common St [3.26%]
Accenture plc Class A Ordinary [2.7%]
Visa Inc. [2.56%]
Zoetis Inc. Class A Common Stoc [2.33%]
Dollar General Corporation Comm [2.3%]

Jan 30, 2016
Alphabet Inc. [6.73%]
Reynolds American Inc Common St [5.15%]
Microsoft Corporation [4.99%]
Apple Inc. [4.56%]
Home Depot, Inc. (The) Common S [4.22%]
Facebook, Inc. [3.9%]
Walt Disney Company (The) Commo [3.65%]
Visa Inc. [2.55%]
Accenture plc Class A Ordinary [2.53%]
Zoetis Inc. Class A Common Stoc [2.32%]

Dec 30, 2015
Alphabet Inc. [6.38%]
Apple Inc. [5.07%]
Microsoft Corporation [4.66%]
Reynolds American Inc Common St [4.41%]
Home Depot, Inc. (The) Common S [4.11%]
Visa Inc. [3.95%]
Walt Disney Company (The) Commo [3.72%]
Facebook, Inc. [3.37%]
Starbucks Corporation [2.97%]
Zoetis Inc. Class A Common Stoc [2.39%]
Click here for Stock Holding Change Map in Calamos Focus Growth A Fund (CBCAX)

  

Latest News on Calamos Focus Growth A (CBCAX) Fund

See what is happening with Calamos Focus Growth A Fund (CBCAX)

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Calamos Focus Growth A Fund (CBCAX) Related ResourcesSee more information on Calamos Focus Growth A (CBCAX) Fund

Popular pages on Calamos Focus Growth A (CBCAX) Fund

  

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