Calamos Convertible A
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Convertibles | | Fund Family: | Calamos | | Net Assets: | 1.58B | | Year-to-Date Return: | 30.05% | | Yield: | 2.69% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Jun-85 |
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John P. Calamos, Sr.
Lead Manager since
21-Jun-85 | | | John P. Calamos has pioneered investment strategies and techniques to help manage risk for major institutional and individual investors over the course of more than thirty years. As founder of Calamos Asset Management, Inc., his experience includes a successful history of developing research and investment processes and building a team-based approach focused on delivering value-added performance. |
| 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 current income, with growth as its secondary objective. The fund normally invests at least 80% of assets in convertible securities issued by both U.S. and foreign companies without regard to market capitalization. The average term to maturity of the convertible securities purchased by the fund typically ranges two to ten years. |
| Last Dividend
(17-Sep-09):
| 0.14 | | Last Cap Gain
(18-Dec-08):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 89.83% |
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| Expense | CCVIX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.43% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.07% | | Max Deferred Sales Load: | %
| 2.91% | | 3 Yr Expense Projection*: |
$ 823 | $676 | | 5 Yr Expense Projection*: |
$ 1,078 | $1,017 | | 10 Yr Expense Projection*: |
$ 1,807 | $1,968 |
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