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Fund Intelligence | Best Managers | CGIIX Insights | CGIIX Score | CGIIX Performance | CGIIX Manager | CGIIX News | CGIIX Allocation | CGIIX Holdings Change

Mutual Fund Insights: Calamos Growth & Income I Fund (CGIIX)

In-depth Analysis of Calamos Growth & Income I Fund (CGIIX)

Mutual fund chart: Calamos Growth & Income I Fund (CGIIX)

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See Calamos Growth & Income I Fund (CGIIX) performance details as of February 28, 2010

  

    Last Trade: $28.33 on 3/19/2010, Change: -0.17 (-0.6%)
Experiment our closing price forecasting tool for Calamos Growth & Income I Fund (CGIIX) (alpha release)

  

Fund Manager - Steve E. Klouda

Fund Manager Tenure: 3.1 years   [Similar Funds: CGRIX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Steve E. Klouda is a senior member of the investment team with portfolio management and research responsibilities. Steve E. Klouda is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, Steve E. Klouda works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies.  Get more insights on Steve E. Klouda

  

What we like about Calamos Growth & Income I Fund (CGIIX) What we like about Calamos Growth & Income I Fund (CGIIX)

Data for Calamos Growth & Income I Fund (CGIIX) as of February 28, 2010

  • Calamos Growth & Income I Fund (CGIIX) management has been with Calamos Growth & Income I Fund for 3.1 years
  • Calamos Growth & Income I Fund (CGIIX) has good mid-term performance (3-year return 0.85% vs -3.50 % Large Growth category average)
  • Calamos Growth & Income I Fund (CGIIX) has good Long-term performance (5-year return 4.12% vs 1.34 % Large Growth category average)
  • Calamos Growth & Income I Fund (CGIIX) ratio of up-years vs down years is greater than 2
  • Calamos Growth & Income I Fund (CGIIX) has a Morningstar rating of 4 and above
  • Calamos Growth & Income I Fund (CGIIX) has an annual stock turnover rate of 66.20% vs Large Growth average of 109.62%. It is good that Calamos Growth & Income I management does not trade extensively for its return.
  • Calamos Growth & Income I Fund (CGIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.61, lower than category average of 21.35
  • Calamos Growth & Income I Fund (CGIIX) has a lower management fee than its Large Growth average: 0.87% vs 1.33%
  • Calamos Growth & Income I Fund (CGIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Calamos Growth & Income I Fund (CGIIX) What we are cautious about Calamos Growth & Income I Fund (CGIIX)

Data for Calamos Growth & Income I Fund (CGIIX) as of February 28, 2010

  • Calamos Growth & Income I Fund (CGIIX) has a less-than-ideal short-term performance (1-year return 46.05% vs 51.46 % Large Growth category average)
See Calamos Growth & Income I Fund (CGIIX) performance details as of February 28, 2010

  

  

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Calamos Growth & Income I Fund (CGIIX) Net Asset

Track net asset change of Calamos Growth & Income I fund (CGIIX)

DateNet Asset
02/2010$3.77B
01/2010$446.51M
11/2009$352.58M
More historic net asset information on Calamos Growth & Income I Fund (CGIIX)

  

Calamos Growth & Income I Fund (CGIIX) Portfolio Allocation

Track portfolio allocation change of Calamos Growth & Income I fund (CGIIX)

DateCashStockBondOther
09/20090.42%45.47%5.36%48.75%
06/20090%47.26%3.19%49.56%
04/20091.76%55.55%21.72%0.13%
Click here to see more historic asset allocation information on Calamos Growth & Income I Fund (CGIIX)

  

Most Recent Top 10 Holdings in Calamos Growth & Income I Fund (CGIIX)

Discover what Calamos Growth & Income I Fund (CGIIX) manager is buying

30-Sep-09
Emc 144A 1.75% [3.37%]
Netapp 1.75% [2.73%]
Archer Daniels Midland Pfd [2.46%]
Vale Cap Pfd [2.44%]
Freeport-Mcmoran Copper & Gold Cv [2.38%]
Cisco Systems, Inc. [2.09%]
UNITED TECH [2.04%]
eBay Inc. [2.03%]
Oracle Corporation [1.91%]
Infosys Technologies Limited [1.86%]

30-Jun-09
Emc 144A 1.75% [3.08%]
Archer Daniels Midland Pfd [2.49%]
Netapp 144A 1.75% [2.45%]
CITIGROUP [2.42%]
Oracle Corporation [2.17%]
Vale Cap Pfd [2.15%]
Mylan Cv [2%]
T. Rowe Price Group, Inc. [1.97%]
Nintendo Company, Ltd. ADR [1.93%]
UNITED TECH [1.92%]

30-Apr-09
Emc 144A 1.75% [4.3%]
Netapp 144A 1.75% [3.26%]
Archer Daniels Midland Pfd [2.39%]
CITIGROUP [2.38%]
Vale Cap Pfd [2.14%]
NIKE INC CL B [2.1%]
Mylan Cv [2.07%]
Bk Amer Pfd [2.06%]
Oracle Corporation [2.04%]
Cisco Systems, Inc. [1.98%]
Click here for Stock Holding Change Map in Calamos Growth & Income I Fund (CGIIX)

  

Related books and products to Calamos Growth & Income I Fund (CGIIX)

  

Latest News on Calamos Growth & Income I (CGIIX)

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