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Mutual Fund Insights: Calamos Growth & Income C Fund (CVTCX)

In-depth Analysis of Calamos Growth & Income C Fund (CVTCX)

Mutual fund chart: Calamos Growth & Income C Fund (CVTCX)

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See Calamos Growth & Income C Fund (CVTCX) performance details as of January 31, 2010

  

    Last Trade: $29.27 on 3/12/2010, Change: -0.01 (-0.03%)
Experiment our closing price forecasting tool for Calamos Growth & Income C Fund (CVTCX) (alpha release)

  

Fund Manager - John P. Calamos, Sr.

Fund Manager Tenure: 21.5 years   [Similar Funds: CVTRX  CVTYX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos? investment career spans 30 years. Known as a pioneer in risk management, he is the author of two books.  Get more insights on John P. Calamos, Sr.

  

What we like about Calamos Growth & Income C Fund (CVTCX) What we like about Calamos Growth & Income C Fund (CVTCX)

Data for Calamos Growth & Income C Fund (CVTCX) as of January 31, 2010

  • Calamos Growth & Income C Fund (CVTCX) management has been with Calamos Growth & Income C Fund for 21.5 years
  • Calamos Growth & Income C Fund (CVTCX) has good mid-term performance (3-year return -1.34% vs -5.20% Large Growth category average)
  • Calamos Growth & Income C Fund (CVTCX) has good Long-term performance (5-year return 3.09% vs 0.87% Large Growth category average)
  • Calamos Growth & Income C Fund (CVTCX) ratio of up-years vs down years is greater than 2
  • Calamos Growth & Income C Fund (CVTCX) has a Morningstar rating of 4 and above
  • Calamos Growth & Income C Fund (CVTCX) has an annual stock turnover rate of 66.20% vs Large Growth average of 109.93%. It is good that Calamos Growth & Income C management does not trade extensively for its return.
  • Calamos Growth & Income C Fund (CVTCX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.58, lower than category average of 21.28

  

What we are cautious about Calamos Growth & Income C Fund (CVTCX) What we are cautious about Calamos Growth & Income C Fund (CVTCX)

Data for Calamos Growth & Income C Fund (CVTCX) as of January 31, 2010

  • Calamos Growth & Income C Fund (CVTCX) has a less-than-ideal short-term performance (1-year return 35.22% vs 35.76% Large Growth category average)
  • Calamos Growth & Income C Fund (CVTCX) has a higher management fee of 1.82% than its Large Growth average of 1.33%
  • Calamos Growth & Income C Fund (CVTCX) carries a 1% load
See Calamos Growth & Income C Fund (CVTCX) performance details as of January 31, 2010

  

  

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Calamos Growth & Income C Fund (CVTCX) Net Asset

Track net asset change of Calamos Growth & Income C fund (CVTCX)

DateNet Asset
01/2010$1.31B
11/2009$1.26B
10/2009$1.27B
More historic net asset information on Calamos Growth & Income C Fund (CVTCX)

  

Calamos Growth & Income C Fund (CVTCX) Portfolio Allocation

Track portfolio allocation change of Calamos Growth & Income C fund (CVTCX)

DateCashStockBondOther
09/20090.42%45.47%5.36%48.75%
07/20090.89%50.17%2.61%46.32%
06/20090%47.26%3.19%49.56%
Click here to see more historic asset allocation information on Calamos Growth & Income C Fund (CVTCX)

  

Most Recent Top 10 Holdings in Calamos Growth & Income C Fund (CVTCX)

Discover what Calamos Growth & Income C Fund (CVTCX) 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%]

31-Jul-09
Emc 144A 1.75% [3.21%]
CITIGROUP INC [2.81%]
Netapp 1.75% [2.55%]
Archer Daniels Midland Pfd [2.54%]
Vale Cap Pfd [2.28%]
Freeport-Mcmoran Copper & Gold Cv [2.22%]
Oracle Corporation [2.11%]
Cisco Systems, Inc. [2.04%]
eBay Inc. [1.9%]
UNITED TECH [1.9%]

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%]
Click here for Stock Holding Change Map in Calamos Growth & Income C Fund (CVTCX)

  

Related books and products to Calamos Growth & Income C Fund (CVTCX)

  

Latest News on Calamos Growth & Income C (CVTCX)

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