Calamos Global Growth & Income C 2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563 Map
Phone: 800-582-6959
| Category: | World Stock | | Fund Family: | Calamos | | Net Assets: | 235.72M | | Year-to-Date Return: | 28.47% | | Yield: | 2.38% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-96 |
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John P. Calamos, Sr.
Lead Manager since
09-Sep-96 | | | 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: | $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 |
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| The investment seeks long-term total return through capital appreciation and current income. The fund invests primarily in a globally-diversified portfolio of convertible, equity, and fixed-income securities without regard to market capitalization. It invests at least 40% of assets in securities of foreign issuers. |
| Last Dividend
(18-Dec-08):
| 0.21 | | Last Cap Gain
(20-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 117.70% | | Average for Category:
| 91.16% |
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| Expense | CVLCX | Category Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 1.00%
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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