Calamos Select Fund (CVAAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CVAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVAAX
CVAAX charges 1.15% annually. There are 344 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CVAAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CVAAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CVAAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CVAAX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | CVAAX vs SWPPX |
Best Risk-Adjusted Alternatives to CVAAX
CVAAX has a PortfoliosLab risk / return rank of 23. There are 348 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | CVAAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | CVAAX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | CVAAX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CVAAX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | CVAAX vs VPMAX |
Top Performing CVAAX Alternatives (YTD)
CVAAX is at 7.25% YTD. There are 333 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | CVAAX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | CVAAX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | CVAAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | CVAAX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | CVAAX vs VPMAX |
Lowest Volatility Alternatives to CVAAX
CVAAX has 12.74% 1-year volatility. There are 200 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | CVAAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | CVAAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | CVAAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | CVAAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | CVAAX vs JEPIX |
Lowest Drawdown Alternatives to CVAAX
CVAAX has a 1-year max drawdown of -12.04%. There are 357 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | CVAAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CVAAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CVAAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CVAAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CVAAX vs QUERX |
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 | 3.54% | — | May 2000 | CVAAX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 32 | 10.82% | — | Mar 2004 | CVAAX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 76 | 29.08% | — | Mar 2011 | CVAAX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 82 | 28.85% | — | Jun 1997 | CVAAX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 3 | 2.13% | — | Apr 2016 | CVAAX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 62 | 11.65% | — | Sep 1988 | CVAAX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 77 | 6.62% | — | Dec 2014 | CVAAX vs CIHEX | |
| Calamos Global Equity Fund | Global Equities | 28 | 16.07% | — | Feb 2007 | CVAAX vs CIGEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 81 | 22.96% | — | May 2003 | CVAAX vs CHY | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.41% | — | Aug 1999 | CVAAX vs CHYDX |
Often Compared With CVAAX
Investors most often compare CVAAX with AMFEX, ALSMX, POSKX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CVAAX with Any Fund or Stock
Compare CVAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVAAX with funds that move differently
Calamos Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVAAX.
Explore CVAAX Diversifiers