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CVTRX Calamos Growth & Income A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA).

Industry description

The investment seeks high long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Market Cap

The average market capitalization across the Calamos Growth & Income A MF is 1.71T. The market cap for tickers in the group ranges from 446.3B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is MA at 446.3B.

Volume

The average weekly volume growth across all stocks in the Calamos Growth & Income A MF was 53%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 81
P/E Growth Rating: 65
Price Growth Rating: 37
SMR Rating: 29
Profit Risk Rating: 13
Seasonality Score: 17 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Calamos Investment Trust2020 Calamos CourtNaperville
Phone
N/A
Web
www.calamos.com
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CVTRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CVTRX has been closely correlated with IFACX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if CVTRX jumps, then IFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CVTRX
1D Price
Change %
CVTRX100%
-1.00%
IFACX - CVTRX
77%
Closely correlated
-0.43%
AMEFX - CVTRX
71%
Closely correlated
-0.46%
IFAFX - CVTRX
70%
Closely correlated
-0.43%
RIEBX - CVTRX
69%
Closely correlated
-0.47%
FFIFX - CVTRX
69%
Closely correlated
-0.46%
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