Calamos Growth Fund Annual Yield
| CVGRX Fund | USD 39.02 0.46 1.19% |
Calamos Growth Fund fundamentals help investors to digest information that contributes to Calamos Growth's financial success or failures. It also enables traders to predict the movement of Calamos Mutual Fund. The fundamental analysis module provides a way to measure Calamos Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calamos Growth mutual fund.
Calamos |
Calamos Growth Fund Mutual Fund Annual Yield Analysis
Calamos Growth's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Calamos Growth Fund has an Annual Yield of 0.0%. This indicator is about the same for the Calamos average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Calamos Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calamos Growth's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calamos Growth could also be used in its relative valuation, which is a method of valuing Calamos Growth by comparing valuation metrics of similar companies.Calamos Growth is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Calamos Growth
The fund consists of 97.13% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Calamos Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calamos Fundamentals
| Price To Earning | 22.53 X | |||
| Price To Book | 3.94 X | |||
| Price To Sales | 2.99 X | |||
| Total Asset | 1.02 B | |||
| Year To Date Return | 8.15 % | |||
| One Year Return | 30.46 % | |||
| Three Year Return | 3.87 % | |||
| Five Year Return | 11.98 % | |||
| Ten Year Return | 10.76 % | |||
| Net Asset | 1.31 B | |||
| Cash Position Weight | 2.87 % | |||
| Equity Positions Weight | 97.13 % |
About Calamos Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calamos Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calamos Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calamos Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Calamos Growth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Calamos Growth's short interest history, or implied volatility extrapolated from Calamos Growth options trading.
Pair Trading with Calamos Growth
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Growth position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Growth will appreciate offsetting losses from the drop in the long position's value.Moving together with Calamos Mutual Fund
| 0.97 | CVAIX | Calamos Opportunistic | PairCorr |
| 0.98 | CVACX | Calamos Opportunistic | PairCorr |
| 0.97 | CVAAX | Calamos Opportunistic | PairCorr |
| 1.0 | CVGCX | Calamos Growth | PairCorr |
The ability to find closely correlated positions to Calamos Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Growth when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Growth - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Growth Fund to buy it.
The correlation of Calamos Growth is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Growth moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Growth can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calamos Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.