CVLOX
Calamos Global Growth and Income Fund Class A
1W: -1.4%
1M: +0.3%
3M: -2.4%
YTD: +12.8%
1Y: +3.5%
3Y: +63.3%
5Y: +36.5%
$14.81
+0.11 (+0.75%)
Weekly Expected Move ±1.4%
$14
$14
$15
$15
$15
Similar ETFs
20 peers by holdings overlap (104 holdings)
CAGEX
Calamos Global Equity Fund-Class A
76.9%
Shared46 holdings
Total66
AUM$209M
Price$19.60
CHW
Calamos Global Dynamic Income Fund
62.7%
Shared50 holdings
Total215
AUM$511M
Price$8.00
CGO
Calamos Global Total Return Fund
62.2%
Shared50 holdings
Total209
AUM$125M
Price$12.69
CVTRX
Calamos Growth & Income Fund Class A
40.9%
Shared21 holdings
Total89
AUM$3.5B
Price$59.90
CSQ
Calamos Strategic Total Return Fund
39.6%
Shared21 holdings
Total152
AUM$3.3B
Price$20.47
NIE
Virtus Equity & Convertible Income Fund
38.1%
Shared18 holdings
Total73
AUM$690M
Price$24.89
SWLSX
Schwab Large-Cap Growth
36.0%
Shared14 holdings
Total55
AUM$674M
Price$48.08
CIGRX
Calamos International Growth Fund Class A
35.2%
Shared25 holdings
Total75
AUM$375M
Price$26.28
ACV
Virtus Diversified Income & Convertible Fund
35.1%
Shared18 holdings
Total73
AUM$252M
Price$24.23
HAIAX
Hartford Core Equity A
34.7%
Shared15 holdings
Total75
AUM$11.8B
Price$59.45
ADX
Adams Diversified Equity Fund, Inc.
34.7%
Shared17 holdings
Total99
AUM$3.1B
Price$25.79
SHAPX
ClearBridge Appreciation A
34.6%
Shared12 holdings
Total59
AUM$9.7B
Price$37.38
TADAX
Transamerica US Growth A
34.2%
Shared11 holdings
Total61
AUM$1.8B
Price$35.40
PGEOX
George Putnam Balanced Class A
34.2%
Shared19 holdings
Total137
AUM$2.4B
Price$29.03
FBALX
Fidelity Balanced Fund
34.2%
Shared20 holdings
Total293
AUM$66.3B
Price$35.44
PNRAX
Putnam Research Fund Class A
34.2%
Shared19 holdings
Total137
AUM$783M
Price$64.83
FMILX
Fidelity New Millennium Fund
33.9%
Shared17 holdings
Total119
AUM$6.2B
Price$78.83
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
33.9%
Shared15 holdings
Total86
AUM$194M
Price$65.83
IGLGX
Columbia Select Global Equity Fund Class A
33.9%
Shared10 holdings
Total41
AUM$868M
Price$22.96
TWCGX
American Century Growth Investor Class
33.4%
Shared12 holdings
Total72
AUM$16.0B
Price$62.16
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CVLOX | $387M | 51 | 29.0% | 11.8 | 2.9 | 3.2 | 28.8% | 27.0% | 1.18% | +27.3% | +67.0% | 61.4 | 6.3 |
| CAGEX | $209M | 66 | 35.2% | 11.8 | 2.8 | 3.0 | 27.8% | 25.5% | 0.98% | +30.7% | +74.4% | 59.8 | 6.3 |
| CHW | $511M | 215 | 30.3% | 10.9 | 3.0 | 3.3 | 33.2% | 30.8% | 1.34% | +29.3% | +64.1% | 58.3 | 6.2 |
| CGO | $125M | 209 | 31.4% | 10.8 | 3.0 | 3.3 | 33.3% | 30.9% | 1.31% | +28.8% | +64.6% | 60.3 | 6.2 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| CSQ | $3.3B | 152 | 42.5% | 11.7 | 1.9 | 1.4 | 17.2% | 12.0% | 1.14% | +24.8% | +47.6% | 55.9 | 6.3 |
| NIE | $690M | 73 | 25.0% | 15.5 | 4.5 | 4.1 | 33.6% | 26.6% | 1.05% | +25.8% | +50.1% | 59.6 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| CIGRX | $375M | 75 | 29.1% | 9.8 | 3.2 | 3.4 | 39.7% | 34.5% | 1.32% | +38.7% | +63.5% | 62.7 | 6.3 |
| ACV | $252M | 73 | 16.0% | 15.3 | 4.3 | 4.0 | 32.0% | 26.2% | 1.12% | +24.6% | +48.2% | 56.7 | 6.2 |
| HAIAX | $11.8B | 75 | 46.7% | 15.3 | 4.6 | 4.2 | 34.9% | 27.6% | 1.02% | +17.9% | +38.5% | 55.8 | 6.4 |