Calamos Growth & Income Fund Institutional Class
CGIIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 2020 Calamos Court Naperville IL United States of America 60563
- IPO Date
- Sep 17, 1997
- CIK
- 0000826732
- Website
- calamos.com
- Similar Companies
- Business
- Calamos Growth & Income Fund Institutional Class (CGIIX) is a mutual fund managed by Calamos Advisors LLC that seeks total return through a combination of capital appreciation and current income. The fund primarily invests in a diversified portfolio of common stocks, preferred stocks, convertible securities, and high-yield bonds, with a focus on companies demonstrating strong growth potential and sustainable income streams; it employs a proprietary Convertibles Alpha strategy to opportunistically allocate across equities, convertibles, and fixed-income securities. Institutional Class shares are available to qualified institutional investors, financial intermediaries, and retirement plans, featuring a minimum initial investment of $1 million and lower expense ratios compared to retail classes. Calamos Advisors LLC, founded in 1970 and headquartered in Naperville, Illinois, operates as part of Calamos Investments, serving institutional and individual investors across the United States with a range of equity, fixed-income, and alternative investment strategies. The firm manages over $40 billion in assets and targets high-net-worth individuals, endowments, foundations, and corporations through separately managed accounts, mutual funds, and closed-end funds. CGIIX operates within the U.S. large-cap growth and income segment, with geographic exposure primarily to North American markets supplemented by selective international holdings. Recent developments include the appointment of a new co-portfolio manager in 2024 to enhance the fund's convertible securities expertise amid rising market volatility; Calamos Investments also launched enhancements to its closed-end fund lineup in early 2025, indirectly supporting the Growth & Income Fund's distribution capabilities through improved liquidity strategies. In 2024, the firm expanded its institutional sales team to strengthen relationships with pension funds and endowments, driving inflows into core products like CGIIX. No significant acquisitions or reorganizations have been reported for Calamos Investments in the past two years, with focus remaining on organic growth and portfolio optimization.