CFGE Profile
Calamos
Focus Growth ETF (CFGE) is an actively managed exchange-traded fund
that seeks to provide long-term capital appreciation by investing
primarily in U.S. large-cap growth stocks. The fund's portfolio
managers use a bottom-up approach to security selection, seeking
companies with strong earnings growth potential and sustainable
competitive advantages. CFGE's investment process is driven by
fundamental research and analysis, and the fund's holdings are
concentrated in a relatively small number of high-conviction
positions.
As of March 23, 2023, the fund has total net assets
of approximately $220 million and holds 26 positions. Its top holdings
include technology giants such as Apple Inc.,
Microsoft
Corporation, and
Amazon.com, Inc., as well as other growth-oriented companies in
the healthcare, consumer discretionary, and financials sectors. The
fund's expense ratio is 0.90%.
CFGE is managed by Calamos
Advisors LLC, an investment management firm that specializes in
multi-asset class investing. The firm was founded in 1977 and has over
$24 billion in assets under management as of December 31, 2022.
Calamos Advisors LLC is headquartered in Naperville, Illinois, and has
additional offices in New York, San Francisco, and London.
Investors considering CFGE should carefully consider the risks
associated with investing in actively managed funds, including the
possibility that the fund's investment strategy may not be successful
in achieving its investment objectives, and that the fund's portfolio
managers may not be successful in selecting investments that
outperform their benchmarks or peers. Additionally, the concentration
of the fund's holdings in a relatively small number of positions may
increase the fund's volatility and may result in larger losses during
market downturns. As with all investments, investors should also
consider the fund's expenses, including management fees and other
expenses, which can redu
|
