| 34.00 Net Asset Value | -0.15% 1 Day | +6.62% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 1.84% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +4.10% | 3 years | +9.55% | |
| 3 months | +3.69% | 5 years | +4.47% | |
| 1 year | +12.67% | Since inception | +9.77% |
| CVTCX | Category | |
|---|---|---|
| Performance 5-yr return | +4.47% | +4.79% |
| Expense ratio | 1.84% | 1.34% |
| Risk 5 year sharpe ratio | 0.30 | 0.37 |
| Net assets | $3.7B | $2.1B |
| Average market cap | $80.4B | $37.4B |
| Average P/E | 17.2 | 16.1 |
| Portfolio turnover | 43% | 43% |
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| Fund family | Calamos |
| Fund manager & tenure | John Calamos, Sr. / 24 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 18.22% |
| Energy | 12.19% |
| Consumer service | 12.18% |
| Hardware | 9.86% |
| Consumer goods | 8.36% |
| QCOM Qualcomm, Inc. | 3.44% |
| ORCL Oracle Corporation | 3.40% |
| KO Coca-Cola Co | 3.10% |
| -- E M C Corp Mass Cv 1.75% | 2.95% |
| UTXPRA United Tech | 2.74% |
| AAPL Apple Inc | 2.68% |
| TROW T. Rowe Price Group | 2.28% |
| ACN Accenture PLC | 2.25% |
| AMZN Amazon.com Inc | 2.22% |
| EBAY eBay Inc | 2.19% |
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