Calamos Growth & Income A
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
Map
Phone: 800-582-6959
| Category: | Large Growth | | Fund Family: | Calamos | | Net Assets: | 1.75B | | Year-to-Date Return: | 34.43% | | Yield: | 1.51% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Sep-88 |
|
John P. Calamos, Sr.
Lead Manager since
22-Sep-88 | | | 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 |
|
| |
| The investment seeks long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity, and fixed-income securities of U.S. companies without regard to market capitalization. It invests in convertible and fixed-income securities which have average term to maturity range from two to ten years. |
| Last Dividend
(17-Sep-09):
| 0.10 | | Last Cap Gain
(16-Nov-07):
| 2.46 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
|
| Expense | CVTRX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.43% | | Max Deferred Sales Load: | %
| 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 |
|
|
0.83% Nasdaq 
Profile
