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Calamos Growth & Income I (CGIIX)

48.54 +0.09 (+0.19%)
At close: 8:06 AM EST
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DELL
  • Previous Close 48.45
  • YTD Return 16.60%
  • Expense Ratio 0.81%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.83B
  • Beta (5Y Monthly) 1.09
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.21
  • Inception Date Sep 18, 1997

The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Calamos

Fund Family

Allocation--70% to 85% Equity

Fund Category

2.83B

Net Assets

1997-09-18

Inception Date

Performance Overview: CGIIX

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Trailing returns as of 11/22/2024. Category is Allocation--70% to 85% Equity.

YTD Return

CGIIX
16.60%
Category
11.35%
 

1-Year Return

CGIIX
30.00%
Category
32.83%
 

3-Year Return

CGIIX
5.55%
Category
11.75%
 

5-Year Return

CGIIX
12.68%
Category
11.53%
 

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Holdings: CGIIX

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Top 10 Holdings (33.59% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.05%
AAPL
Apple Inc. 5.91%
NVDA
NVIDIA Corporation 5.47%
GOOGL
Alphabet Inc. 4.38%
AMZN
Amazon.com, Inc. 3.84%
META
Meta Platforms, Inc. 2.15%
AVGO
Broadcom Inc. 1.75%
XOM
Exxon Mobil Corporation 1.43%
LLY
Eli Lilly and Company 1.33%
JPM
JPMorgan Chase & Co. 1.28%

Sector Weightings

SectorCGIIX
Technology   31.79%
Healthcare   11.06%
Industrials   6.22%
Energy   4.17%
Utilities   1.38%
Real Estate   0.85%

Recent News: CGIIX

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Research Reports: CGIIX

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