Calamos Market Neutral Income I
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Long-Short | | Fund Family: | Calamos | | Net Assets: | 183.03M | | Year-to-Date Return: | 12.94% | | Yield: | 4.68% | | Morningstar Rating: |  | | Fund Inception Date: | 10-May-00 |
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John P. Calamos, Sr.
Lead Manager since
04-Sep-90 | | | 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 high current income consistent with stability of principal. The fund invests primarily in convertible securities of U.S. companies without regard to market capitalization and employs short selling to enhance income and hedge against market risk. The average term to maturity of the convertible securities purchased by the fund typically range from two to ten years. The fund may invest without limit in high-yield fixed-income securities. |
| Last Dividend
(17-Sep-09):
| 0.05 | | Last Cap Gain
(18-Dec-08):
| 0.29 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 336.83% |
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| Expense | CMNIX | Category
Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
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