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Calamos Blue Chip R (CBCRX)On Dec 14: 10.96  Up 0.09 (0.83%)  
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Profile  As of 30-Nov-09Get Profile for:
Calamos Blue Chip R
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
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FUND OVERVIEW 
Category:Large Growth
Fund Family:Calamos
Net Assets:90.00K
Year-to-Date Return:31.33%
Yield:0.24%
Morningstar Rating:4 stars
Fund Inception Date:01-Mar-07
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
John P. Calamos, Jr.
Lead Manager since 01-Dec-03
Calamos, Jr. is a portfolio manager and executive vice president of Calamos Advisors. He has been with the advisor and its predecessor company since 1987.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
CBCRX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (18-Dec-08): 0.03
Last Cap Gain (16-Nov-07): 0.89
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 112.30%
FEES & EXPENSES 
ExpenseCBCRXCategory
Avg
Total Expense Ratio:% 1.33%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.43%
Max Deferred Sales Load:% 2.62%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$670
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,047
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,062
* Per $10,000 invested


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