Calamos Value A
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Large Blend | | Fund Family: | Calamos | | Net Assets: | 34.20M | | Year-to-Date Return: | 27.20% | | Yield: | 0.06% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-02 |
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John P. Calamos, Jr.
Lead Manager since
02-Jan-02 | | | Calamos, Jr. is a portfolio manager and executive vice president of Calamos Advisors. He has been with the advisor and its predecessor company since 1987. |
| 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 capital growth. The fund invests in stocks that the managers believe to be undervalued compared to their intrinsic value. It invests primarily in U.S. equity securities. The fund may invest securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It generally defines a large-cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization from $1 billion up to $25 billion. Generally, a small cap company is defined as having a market capitalization of up to $1 billion. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | CVAAX | Category
Avg | | Total Expense Ratio: | 1.49%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 924 | $776 | | 5 Yr Expense Projection*: |
$ 1,250 | $1,291 | | 10 Yr Expense Projection*: |
$ 2,170 | $2,371 |
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0.34% Nasdaq 
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