Calamos Market Neutral Income C 2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563 Map
Phone: 800-582-6959
| Category: | Long-Short | | Fund Family: | Calamos | | Net Assets: | 322.02M | | Year-to-Date Return: | 10.53% | | Yield: | 3.68% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Feb-00 |
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John P. Calamos, Sr.
Lead Manager since
04-Sep-90 | | | Calamos, Sr. is Co-CIO of CALAMOS ADVISORS, generally focuses on macro-level investment themes. During the past five years, he has been president and Trustee of the Trust and chairman, CEO and Co-CIO of CALAMOS ADVISORS and its predecessor company. |
| 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 high current income consistent with stability of principal. The fund invests primarily in convertible securities of U.S. companies without regard to market capitalization and employs short selling to enhance income and hedge against market risk. The average term to maturity of the convertible securities purchased by the fund typically range from two to ten years. The fund may invest without limit in high-yield fixed-income securities. |
| Last Dividend
(17-Sep-09):
| 0.02 | | Last Cap Gain
(18-Dec-08):
| 0.29 | | Annual Holdings Turnover
| 112.00% | | Average for Category:
| 347.16% |
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| Expense | CVSCX | Category Avg | | Total Expense Ratio: | 1.89%
| 2.13% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.48% | | Max Deferred Sales Load: | 1.00%
| 1.96% | | 3 Yr Expense Projection*: |
$ 594 | $1,062 | | 5 Yr Expense Projection*: |
$ 1,021 | $1,747 | | 10 Yr Expense Projection*: |
$ 2,212 | $3,433 |
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