| 50.91 Net Asset Value | -0.39% 1 Day | +8.23% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | 4.75 Sales Expenses | 1.29% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.10% | 3 years | +9.90% | |
| 3 months | +4.48% | 5 years | +0.79% | |
| 1 year | +11.17% | Since inception | +12.96% |
| CVGRX | Category | |
|---|---|---|
| Performance 5-yr return | +0.79% | +5.42% |
| Expense ratio | 1.29% | 1.28% |
| Risk 5 year sharpe ratio | 0.12 | 0.31 |
| Net assets | $4.9B | $2.0B |
| Average market cap | $38.6B | $42.9B |
| Average P/E | 21.3 | 19.8 |
| Portfolio turnover | 57% | 57% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Calamos |
| Fund manager & tenure | John Calamos, Sr. / 22 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 18.45% |
| Consumer service | 18.14% |
| Industrial materials | 15.59% |
| Telecommunication | 10.85% |
| Energy | 7.11% |
| GOOG Google, Inc. Class A | 4.14% |
| QCOM Qualcomm, Inc. | 3.81% |
| AMZN Amazon.com Inc | 3.80% |
| AAPL Apple Inc | 3.79% |
| GILD Gilead Sciences Inc | 3.36% |
| MA MasterCard Incorporated Class A | 3.35% |
| SAP Sap AG ADR | 2.44% |
| CTSH Cognizant Technology Solutions Corporation Class A | 2.39% |
| SBUX Starbucks Corporation | 2.24% |
| CRM Salesforce.com, Inc. | 2.21% |
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