Calamos Global Growth & Income A
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | World Allocation | | Fund Family: | Calamos | | Net Assets: | 276.34M | | Year-to-Date Return: | 26.37% | | Yield: | 2.48% | | Morningstar Rating: |  | | Fund Inception Date: | 09-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):
| 0.23 | | Last Cap Gain
(20-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 117.70% | | Average for Category:
| 100.92% |
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| Expense | CVLOX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.18% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.93% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 885 | $720 | | 5 Yr Expense Projection*: |
$ 1,184 | $1,137 | | 10 Yr Expense Projection*: |
$ 2,033 | $2,267 |
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1.48% Nasdaq 0.00%
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