Calamos Blue Chip A
Calamos Funds 1111 E. Warrenville Road Naperville, IL 60563-1448
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Phone: 800-582-6959
| Category: | Large Blend | | Fund Family: | Calamos | | Net Assets: | 99.14M | | Year-to-Date Return: | -3.99% | | Yield: | 0.23% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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Nick P. Calamos
Lead Manager since
01-Dec-03 | | | Calamos, Co-CIO of Calamos Advisors, also focuses on the top-down approach of diversification by industry sector and macro-level investment themes and, in addition, focuses on the bottom-up approach and corresponding research and analysis. |
| 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 capital growth. The Fund invests at least 80% of net assets in "blue chip" companies. A blue chip company is one whose stock is included in the S&P 500 Stock Index or the Dow Jones Industrial Average or a company with a market capitalization of at least $2 billion that is well established, well known and financially viable. The fund invests primarily in equity securities issued by U.S. companies. |
| Last Dividend
(27-Dec-07):
| 0.03 | | Last Cap Gain
(16-Nov-07):
| 0.89 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 69.24% |
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| Expense | CBCAX | Category
Avg | | Total Expense Ratio: | 1.44%
| 1.10% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$911 | $574 | | 5 Yr Expense Projection*: |
$1,229 | $874 | | 10 Yr Expense Projection*: |
$2,127 | $1,731 |
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0.65% Nasdaq 
0.27%
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