Calamos Multi-Fund Blend C 2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563 Map
Phone: 800-582-6959
| Category: | Large Growth | | Fund Family: | Calamos | | Net Assets: | 6.30M | | Year-to-Date Return: | 34.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-06 |
|
John P. Calamos, Jr.
Lead Manager since
28-Jun-06 | | | 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. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital growth. Its secondary investment objective is current income. The fund invests primarily in Class I shares of a combination of Calamos funds (the "underlying funds"). It targets equal allocations of assets among Calamos Growth fund, Calamos Value fund and Calamos Global Growth and Income fund -- generally, each underlying fund receives approximately one-third of the fund's assets. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Nov-07):
| 0.10 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
|
| Expense | CMQCX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 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 |
|
|