Summary
The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Then the research team focuses on companies that offer the best opportunities for growth.
The team considers the company’s financial strength, earnings and cash flow forecast and quality of manag
Link
Directors
Jan 16, 2024- John P. Calamos, Sr.
- John E. Neal
- William R. Rybak
- Karen L. Stuckey
- Christopher M. Toub
- Virginia G Breen
- Lloyd A. Wennlund
Chief Compliance Officer
- Mark Mickey
Fund Manager(s)
- John Calamos
- Michael Grant
- R. Matthew Freund
Price
Company Name |
Holding |
| UnitedHealth Group Inc | 1.71 % |
| Uber Technologies Inc | 1.43 % |
| Chipotle Mexican Grill Inc | 1.43 % |
| Union Pacific Corp | 0.84 % |
| Thermo Fisher Scientific Inc | 0.73 % |
| Wells Fargo & Co | 0.44 % |
| State Street Global Advisors | 0.44 % |
| Hess Corp | 0.39 % |
| Pure Storage Inc | 0.15 % |
| UFP Technologies Inc | 0.12 % |
| More |
Documents
Performance
YTD
12.1%
3 Year
-4.38%
5 Year
39.33%
Best
78.19%
1999
Worst
-50.28%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 12.5% | 12.5% | -10.3% | 16% | -18.6% | 15.7% | 2.1% | 9% | -3.9% | 4.6% |
| Q2 | -6.1% | 13.2% | -23% | 9.8% | 29.3% | 4.7% | 6% | 4.7% | -0.9% | 1% |
| Q3 | - | -4.5% | -4.3% | -10.9% | -1.4% | -0.9% | 4.8% | 4.1% | 3.9% | -6.3% |
| Q4 | - | 7.5% | 0.9% | 8.5% | 2.3% | -2% | -15.9% | 6.3% | -1.1% | 3.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3% | 6.9% | 2.1% | -3.5% | - | - | - | - | - | - | - | - |
| 2023 | 7.9% | -1.7% | 6.1% | 1.4% | 4.7% | 6.7% | 2.6% | -1.2% | -5.8% | -1.6% | 10.5% | -0.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 12% | 32% | -33% | 9% | 20% | 19% | -6% | 27% | -2% | 3% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CVGRX | 12% | 32% | -33% | 9% | 20% | 19% | -6% | 27% | -2% | 3% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 12% | 32% | -5% | -16% | -17% | -15% | -3% | -1% | -8% | -1% |