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Calamos Global Growth & Income A (CVLOX)

10.55 Up 0.02(0.19%) Jul 9

Profile as of Jun 29, 2014Get Profile for:
Calamos Global Growth & Income A
Calamos Investment Trust2020 Calamos CourtNaperville, IL 60563
Phone: 800-582-6959
Fund Overview 
Category:World Allocation
Fund Family:Calamos
Net Assets:555.02M
Year-to-Date Return:5.39%
Morningstar Rating:2 stars
Fund Inception Date:Sep 9, 1996
Morningstar Style Box 
World Allocation
[View Category Definition]
View Top World Allocation Funds
About the Morningstar Style Box
Management Information 
John Calamos, Sr.
Lead Manager since Sep 9, 1996
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 received his undergraduate degree in Economics and MBA in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. Following his military service, John devoted his entire professional career to investment management and research, establishing his own firm in 1977. Mr. Calamos is a member of the Investment Analysts Society of Chicago and has taught graduate level courses on finance and investments. Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis, along with numerous articles in various financial journals. He is often quoted in the press, including The Wall Street Journal, Investor’s Business Daily, Barron’s, Fortune, BusinessWeek and Pensions & Investments. He has appeared on CNBC, CNNfn, Louis Rukeyser's Wall Street and Nightly Business Report.
Investment Information 
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
CVLOX can be purchased from 122 brokerages.

Fund Summary 
The investment seeks high 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 attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.

Fund Operations 
Last Dividend (Jun 19, 2013) : 0.01
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 7, 2014) : 48.20%
Average for Category:57.11%
Fees & Expenses 
ExpenseCVLOXCategory Avg
Annual Report Expense Ratio (net):1.41%1.08%
Prospectus Net Expense Ratio:1.41%N/A
Prospectus Gross Expense Ratio:1.41%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:4.75%5.39%
Max Deferred Sales Load: N/A1.94%
3 Yr Expense Projection*:901734
5 Yr Expense Projection*:1,2101,183
10 Yr Expense Projection*:2,0862,343
* Per $10,000 invested