Calamos Growth Fund Quote
Calamos Growth is trading at 9.31 as of the 13th of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 9.31. The performance scores are derived for the period starting the 24th of January 2023 and ending today, the 13th of January 2025. Click here to learn more.
Calamos Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
Calamos Growth Fund [CGRRX] is traded in USA and was established 13th of January 2025. Calamos Growth is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Calvert Research and Management family. This fund currently has accumulated 5.03 M in assets under management (AUM) with no minimum investment requirementsCalamos Growth is currently producing year-to-date (YTD) return of 11.93% with the current yeild of 0.02%, while the total return for the last 3 years was 22.75%.
Check Calamos Growth Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Growth Fund Mutual Fund Constituents
| BAX | Baxter International | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| WCN | Waste Connections | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services |
Calamos Growth Risk Profiles
| Mean Deviation | 0.2446 | |||
| Standard Deviation | 0.445 | |||
| Variance | 0.198 | |||
| Risk Adjusted Performance | (0.07) |
Calamos Growth Against Markets
Calamos Growth Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Calamos Growth mutual fund to make a market-neutral strategy. Peer analysis of Calamos Growth could also be used in its relative valuation, which is a method of valuing Calamos Growth by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Calamos Mutual Fund
Calamos Growth financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Growth security.
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