Calamos Growth and Income Fund Class I (CGIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGIIX
CGIIX charges 1.32% annually. There are 489 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CGIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CGIIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CGIIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CGIIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CGIIX vs BWBIX |
Best Risk-Adjusted Alternatives to CGIIX
CGIIX has a PortfoliosLab risk / return rank of 48. There are 365 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CGIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | CGIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CGIIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | CGIIX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | CGIIX vs AYBLX |
Top Performing CGIIX Alternatives (YTD)
CGIIX is at 9.96% YTD. There are 88 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | CGIIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CGIIX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | CGIIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | CGIIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | CGIIX vs TIBIX |
Lowest Volatility Alternatives to CGIIX
CGIIX has 12.74% 1-year volatility. There are 495 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CGIIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | CGIIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | CGIIX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | CGIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | CGIIX vs CSTAX |
Lowest Drawdown Alternatives to CGIIX
CGIIX has a 1-year max drawdown of -9.09%. There are 492 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CGIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CGIIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CGIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CGIIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CGIIX vs CSTAX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.67% | — | May 2000 | CGIIX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 25 | 9.36% | — | Mar 2004 | CGIIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 65 | 25.24% | — | Mar 2011 | CGIIX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 76 | 27.95% | — | Jun 1997 | CGIIX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 3 | 2.49% | — | Apr 2016 | CGIIX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 51 | 10.64% | — | Sep 1988 | CGIIX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 6.35% | — | Dec 2014 | CGIIX vs CIHEX | |
| Calamos Global Equity Fund | Global Equities | 23 | 14.63% | — | Feb 2007 | CGIIX vs CIGEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 74 | 21.01% | — | May 2003 | CGIIX vs CHY | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.41% | — | Aug 1999 | CGIIX vs CHYDX |
Compare CGIIX with Any Fund or Stock
Compare CGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGIIX with funds that move differently
Calamos Growth and Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGIIX.
Explore CGIIX Diversifiers