CNWGX - Calamos Evolving World Growth A

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Calamos Evolving World Growth A

Calamos Investment Trust2020 Calamos CourtNaperville, IL 60563
800-582-6959
Management Information
John Calamos,Lead Manager since August 14, 2008
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 received his undergraduate degree in Economics and MBA in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. Following his military service, John devoted his entire professional career to investment management and research, establishing his own firm in 1977. Mr. Calamos is a member of the Investment Analysts Society of Chicago and has taught graduate level courses on finance and investments. Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis, along with numerous articles in various financial journals. He is often quoted in the press, including The Wall Street Journal, Investor???s Business Daily, Barron???s, Fortune, BusinessWeek and Pensions & Investments. He has appeared on CNBC, CNNfn, Louis Rukeyser's Wall Street and Nightly Business Report.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilyCalamos
Net Assets321.65M
YTD Return33.66%
Yield0.00%
Morningstar Rating★★★
Inception DateAug 14, 2008

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover87.40%
Average for CategoryN/A

Fees & Expenses

ExpenseCNWGXCategory Average
Annual Report Expense Ratio (net)1.64%1.42%
Prospectus Net Expense Ratio1.64%N/A
Prospectus Gross Expense Ratio1.64%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.75%4.96%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection968N/A
5 Yr Expense Projection1,324N/A
10 Yr Expense Projection2,326N/A