Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, February 10, 2010, 5:22AM ET - U.S. Markets open in 4 hours and 8 minutes. Dow Up 1.52% Nasdaq  0.00%
Calamos Blue Chip R (CBCRX)On Feb 9: 10.45  Up 0.16 (1.55%)  
MORE ON CBCRX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Jan-10Get Profile for:
Calamos Blue Chip R
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
Map
Phone: 800-582-6959
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Growth
Fund Family:Calamos
Net Assets:90.00K
Year-to-Date Return:-6.03%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:01-Mar-07
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
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 9 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 79.00%
Average for Category: 109.93%
FEES & EXPENSES 
ExpenseCBCRXCategory
Avg
Total Expense Ratio:1.71% 1.33%
Max 12b1 Fee:0.50% N/A
Max Front End Sales Load:% 5.43%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 539$653
5 Yr Expense Projection*: $ 928$1,027
10 Yr Expense Projection*: $ 2,020$2,050
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials