CGRIX Mutual Fund
CGRIX Mutual Fund
CGRIX Mutual Fund
Calamos Growth Fund Class I
CGRIX Mutual Fund Overview
CGRIX Mutual Fund (Calamos Growth Fund Class I) is managed by Calamos Investments with $282.5M in net assets. CGRIX expense ratio is 1.03%, holding 140 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1997-09-18.
CGRIX performance shows a YTD return of 5.97%. The 1-year return is 12.29% and the 5-year return is 10.26%. CGRIX dividend yield stands at 5.06%, paid annually.
CGRIX top holdings include Amazon.Com Inc (8.0%), Apple, Inc (7.3%), Microsoft Corp (6.3%), Applied Materials, Inc. (1.7%), Taiwan Semiconductor - Adr (1.4%). Go to all CGRIX holdings, CGRIX sectors, or CGRIX dividends.
CGRIX can be compared against other funds. Use CGRIX overlap to find shared positions, or CGRIX vs another fund for a side-by-side view. CGRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.