CVAIX Mutual Fund
CVAIX Mutual Fund
Calamos Select Fund Institutional Class
CVAIX Mutual Fund Overview
CVAIX Mutual Fund (Calamos Select Fund Institutional Class) is managed by Calamos Investments with $28.2M in net assets. CVAIX expense ratio is 0.90%, holding 50 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2002-03-01.
CVAIX performance shows a YTD return of 5.58%. The 1-year return is 13.82% and the 5-year return is 10.86%. CVAIX dividend yield stands at 4.97%, paid annually.
CVAIX top holdings include Apple Inc (6.7%), Amazon.Com Inc (6.4%), Applied Materials, Inc. (1.9%), Boeing Co (1.8%), Chubb Ltd. (1.6%). View all CVAIX holdings, sector breakdown, or dividend history.
CVAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.