Calamos Growth & Income C
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Moderate Allocation | | Fund Family: | Calamos | | Net Assets: | 1.27B | | Year-to-Date Return: | 29.47% | | Yield: | 0.91% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Aug-96 |
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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 |
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| 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):
| 0.05 | | Last Cap Gain
(16-Nov-07):
| 2.46 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.32% |
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| Expense | CVTCX | Category
Avg | | Total Expense Ratio: | 1.82%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | 1.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 573 | $631 | | 5 Yr Expense Projection*: |
$ 985 | $951 | | 10 Yr Expense Projection*: |
$ 2,138 | $1,858 |
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1.48% Nasdaq 0.00%
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