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Calamos Growth and Income Fund (CVTRX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.

Looking to diversify beyond CVTRX? The mutual funds below have the lowest correlation with CVTRX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CVTRX.

Best Diversifiers for CVTRX

10 mutual funds have low correlation with CVTRX (below 0.3), 0 of which are negatively correlated.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
CAPIX
Calamos Aksia Alternative Credit and Income Fund C...0.06——
98
Bank LoanCVTRX vs CAPIX
MHELX
MH Elite Small Cap Fund of Funds Fund0.080.160.50
67
Diversified PortfolioCVTRX vs MHELX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.250.420.52
82
Diversified PortfolioCVTRX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.250.420.52
86
Diversified PortfolioCVTRX vs FSIRX
FSRRX
Fidelity Strategic Real Return Fund0.250.430.53
87
Diversified PortfolioCVTRX vs FSRRX
See all 45 diversifiers for CVTRX

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Diversification Analysis

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