CVTRX Rating, Research - Calamos Growth & Income A

Calamos Growth & Income A (cvtrx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 44

Threats + Weaknesses = 41

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cvtrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Calamos Growth & Income A (CVTRX) Description: CVTRX is a mutual fund, which is an investment that owns a basket of assets. The CVTRX mutual fund was provided by Calamos and this investment vehicle derives the majority of its value from equity holdings (stocks). Calamoss mutual fund has a long management tenure and is in the large fund size classification. CVTRXs minimum initial investment amount is $2500 while the IRA minimum is $500. CVTRXs expense ratio is roughly 1%. The latest CVTRXs front end load was 5% and the back end load was 0%. The Calamos Growth & Income A (CVTRX) mutual fund falls under the large-cap growth category. CVTRX focuses its investments in USA and CVTRX is not affiliated with a particular industry or fund sector. The Calamos Growth & Income A (CVTRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CVTRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CVTRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities (see equity research) and up to 25% of total assets in equity securities (see equity research) of foreign issuers through ADRs and similar investments. It invests principally in equity securities (see equity research) of companies that are believed to have prospects for robust and sustainable growth of revenues and earnings. The fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.

Management Analysis Update

Performance Analysis Update