Calamos Growth & Income A
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: | 1.67B | | Year-to-Date Return: | 30.07% | | Yield: | 1.56% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Sep-88 |
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John P. Calamos, Sr.
Lead Manager since
22-Sep-88 | | | 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 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):
| 0.10 | | Last Cap Gain
(16-Nov-07):
| 2.46 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | CVTRX | Category
Avg | | Total Expense Ratio: | 1.07%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 799 | $632 | | 5 Yr Expense Projection*: |
$ 1,037 | $951 | | 10 Yr Expense Projection*: |
$ 1,719 | $1,857 |
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1.59% Nasdaq 
0.02 (0.07%) 
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