The Fund Grade · free · no account needed
What grade does CVLOX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Calamos Global Growth and Income Fund Class A
#33 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
CVLOX puts more of its book behind proven specialists than 95% of graded funds.
Bottom 20%
Bottom 40%
Middle
Top 40%
● Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
2,825 disclosing funds tracked · the graded specialists among them drive every read · evidence, not advice
The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
CVLOX vs the Honor Roll — share card ↗Conviction exposure
63.8%
of the book in specialist-converged names
Late-stage weight
16.4%
of the book in Crowded or Fading names
Active share
83.3%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book — top names by stage · as of 2026-10-01
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
CVLOX earns an A grade and ranks 33rd out of 500 graded funds, with specialists making up nearly 64 percent of its ownership, a top 20 percent footprint among peers. The early positions in Citigroup, Johnson and Johnson, and Waste Management suggest specialists are building conviction quietly. The concern is a cluster of fading names including Broadcom, Tesla, and AST SpaceMobile that together carry real weight.
→ Watch the combined 4.1 percent weight in Fading positions like AVGO, TSLA, HAL, and ASTS for signs of further specialist exits.
→ Note the Early Conviction stakes in C and JNJ as the specific reason specialists are still present and the grade remains high.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.
The evidence base updates this week.
The specialists — not the whales — are already positioned for what comes next. Stop finding out last.
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