Calamos Blue Chip I
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Large Growth | | Fund Family: | Calamos | | Net Assets: | 22.94M | | Year-to-Date Return: | -6.00% | | Yield: | 0.48% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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John P. Calamos, Sr.
Lead Manager since
01-Dec-03 | | | John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos? investment career spans 30 years. Known as a pioneer in risk management, he is the author of two books. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The Fund invests at least 80% of net assets in "blue chip" companies. A blue chip company is one whose stock is included in the S&P 500 Stock Index or the Dow Jones Industrial Average or a company with a market capitalization of at least $2 billion that is well established, well known and financially viable. The fund invests primarily in equity securities issued by U.S. companies. |
| Last Dividend
(17-Dec-09):
| 0.05 | | Last Cap Gain
(16-Nov-07):
| 0.89 | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 109.93% |
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| Expense | CBCIX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 384 | $653 | | 5 Yr Expense Projection*: |
$ 665 | $1,027 | | 10 Yr Expense Projection*: |
$ 1,466 | $2,050 |
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1.52% Nasdaq 0.00%
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