Calamos Global Equity R
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | World Stock | | Fund Family: | Calamos | | Net Assets: | 1.04M | | Year-to-Date Return: | -6.00% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-07 |
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John P. Calamos, Sr.
Lead Manager since
01-Mar-07 | | | 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: | $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 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities, including convertible securities. The portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. |
| Last Dividend
(18-Dec-08):
| 0.33 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 101.60% | | Average for Category:
| 93.35% |
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| Expense | CRGEX | Category
Avg | | Total Expense Ratio: | 2.07%
| 1.53% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 649 | $722 | | 5 Yr Expense Projection*: |
$ 1,114 | $1,131 | | 10 Yr Expense Projection*: |
$ 2,400 | $2,275 |
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1.52% Nasdaq 0.00%
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