Calamos Growth and Income Fund
Shareclass
Calamos Growth & Income A (CVTRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Calamos Growth and Income Fund
FUND COVERAGE
# of holdings104
% of assets78%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.54%$17M
- 2. Boston Scientific Corp0.75%$23.48M
- 3. Bank of America Corp0.89%$27.75M
- 4. Welltower Inc<0.01%$166,597
- 5. Mastercard Inc Class A1.32%$41.17M
- 6. Citigroup Inc0.53%$16.7M
- 7. Philip Morris International Inc0.59%$18.51M
- 8. JPMorgan Chase & Co1.69%$52.79M
- 9. Wells Fargo & Co0.85%$26.64M
- 10. Uber Technologies Inc<0.01%$114,844
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. QXO Inc 5.50% PRF CONVERT 15/05/2028 USD 50 - Dep Rep 1/20th Ser B0.33%$10.3M
- 2. Palantir Technologies Inc Ordinary Shares - Class A0.41%$12.96M
- 3. Microchip Technology Inc 7.50% PRF CONVERT 15/03/2028 USD 50 - Ser A 1/20th0.42%$13.3M
- 4. NextEra Energy Inc 7.299% CORP UNIT 01/06/20270.19%$6.08M
- 5. NextEra Energy Inc<0.01%$73,491
- 6. Broadcom Inc2.34%$73.35M
- 7. Vulcan Materials Co0.38%$12M
- 8. MP Materials Corp Ordinary Shares - Class A0.2%$6.2M
- 9. Norfolk Southern Corp<0.01%$144,456
- 10. CSX Corp0.39%$12.24M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Calamos Growth and Income Fund
Totals
Holdings
Assets
Weight
Prisons
7
$502.55M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$483.02M
15%
Borders high risk
2
$36.68M
1.17%
Total
10
$552.25M
18%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$194.41M
6.21%
2.
Amazon.com Inc
:$134.4M
4.3%
3.
Alphabet Inc Class A
:$103.56M
3.31%
4.
Walmart Inc
$28.86M
0.92%
5.
Costco Wholesale Corp
$27.89M
0.89%
6.
RTX Corp
:$23.72M
0.76%
7.
Thermo Fisher Scientific Inc
:$13.02M
0.42%
8.
Palantir Technologies Inc Ordinary Shares - Class A
:$12.96M
0.41%
9.
McDonald's Corp
$12.48M
0.4%
10.
Alphabet Inc Class C
:$936,329
0.03%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Calamos Growth and Income Fund CVTRX
Environment
Social
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