CGIOX Mutual Fund

CGIOX Mutual Fund (Calamos Growth and Income Fund Class R6) is managed by Calamos Investments. CGIOX expense ratio is 0.73%, holding 151 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2020-06-23.

CGIOX performance shows a YTD return of 9.53%. The 1-year return is 18.90% and the 5-year return is 9.79%. CGIOX dividend yield stands at 7.23%, paid quarterly.

CGIOX top holdings include Nvidia Corp. (6.5%), Apple, Inc (5.6%), Alphabet Inc Common Stock USD 0.001 (5.3%), Microsoft Corp (4.9%), Amazon.Com Inc (4.0%). Go to all CGIOX holdings, CGIOX sectors, or CGIOX dividends.

CGIOX can be compared against other funds. Use CGIOX overlap to find shared positions, or CGIOX vs another fund for a side-by-side view. CGIOX alternatives are available via the screener, along with tax-loss harvesting opportunities.