The following article is about Calamos Growth & Income A Fund. As part of best aggressive allocation balanced mutual fund, I’ll provide details about the fund’s review and details including fund’s yield, top holding, sales load and more.
Balanced mutual fund is also known as hybrid fund. This fund usually has assets in bonds and stocks. The portfolio diversification will depend on the fund’s objective. There are 5 types of balanced mutual funds such as Aggressive Allocation, Moderate Allocation, Conservative Allocation, World Allocation, and Retirement Income.
Calamos Growth & Income A (Ticker: CVTRX)
The Calamos Growth & Income fund seeks high long-term total return including capital appreciation and current income. This Calamos fund invests mostly in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The average term to maturity of the convertible and fixed-income securities purchased by the Fund will typically range from two to ten years.
Fund Details
Balanced mutual fund is also known as hybrid fund. This fund usually has assets in bonds and stocks. The portfolio diversification will depend on the fund’s objective. There are 5 types of balanced mutual funds such as Aggressive Allocation, Moderate Allocation, Conservative Allocation, World Allocation, and Retirement Income.
Calamos Growth & Income A (Ticker: CVTRX)
The Calamos Growth & Income fund seeks high long-term total return including capital appreciation and current income. This Calamos fund invests mostly in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The average term to maturity of the convertible and fixed-income securities purchased by the Fund will typically range from two to ten years.
Fund Details
Calamos Growth and Income A |
- Fund Inception Date: September 22, 1988
- Ticker Symbol: CVTRX
- CUSIP: 128119104
- Beta (3yr): 1.21
- Rank in category (YTD): 4
- Category: Aggressive Allocation
- Distribution Rate: 1.56%
- Net Assets: $ 4.35 billion
- Sales Load: 4.75%
- Expense Ratio: 1.09%
- Capital Gains: N/A
- Number of Years Up: 17 years
- Number of Years Down: 5 years