Calamos® Growth & Income Portfolio
Shareclass
Calamos® Growth & Income
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10

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 & Income Portfolio
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co0.83% of assets$271,593 invested
- 2. Boston Scientific Corp0.68% of assets$221,514 invested
- 3. Mastercard Inc Class A1.21% of assets$397,560 invested
- 4. Bank of America Corp0.85% of assets$277,764 invested
- 5. Citigroup Inc0.41% of assets$134,797 invested
- 6. JPMorgan Chase & Co1.42% of assets$463,839 invested
- 7. Wells Fargo & Co0.78% of assets$256,727 invested
- 8. Philip Morris International Inc0.5% of assets$164,278 invested
- 9. Johnson & Johnson0.61% of assets$200,299 invested
- 10. Colgate-Palmolive Co0.37% of assets$120,001 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chart Industries Inc PRF CONVERT 15/12/2025 USD 50 - Ser B0.15% of assets$47,785 invested
- 2. Broadcom Inc2.23% of assets$730,296 invested
- 3. Norfolk Southern Corp0.4% of assets$130,258 invested
- 4. CSX Corp0.78% of assets$256,062 invested
- 5. Vulcan Materials Co0.38% of assets$126,043 invested
- 6. KKR & Co Inc Ordinary Shares0.25% of assets$81,942 invested
- 7. Parker Hannifin Corp0.73% of assets$238,511 invested
- 8. NextEra Energy Inc 7.299% CORP UNIT 01/06/20270.21% of assets$68,550 invested
- 9. Micron Technology Inc0.2% of assets$65,224 invested
- 10. Costco Wholesale Corp0.98% of assets$320,694 invested
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Financial performance
Performance data provided by
Find more financial data on at Morningstar.com

Gender Equality and Returns

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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