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 1.04%, holding 140 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 1997-09-18.
CGRIX performance shows a YTD return of 8.22%. The 1-year return is 17.88% and the 5-year return is 11.13%. CGRIX dividend yield stands at 4.95%, paid annually.
CGRIX top holdings include Amazon.Com Inc (8.0%), Apple Inc (7.3%), Applied Materials, Inc. (1.7%), Taiwan Semi. Mfg. Co., Adr (1.4%), Ge Vernova Inc. (0.9%). View all CGRIX holdings, sector breakdown, or dividend history.
CGRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CGRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.