Calamos Blue Chip R
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: | 140.00K | | Year-to-Date Return: | -19.31% | | Yield: | 0.12% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-07 |
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Nick P. Calamos
Lead Manager since
01-Dec-03 | | | As head of Investments, Calamos oversees research and portfolio management for Calamos Investments family of mutual funds, closed-end funds and separately managed accounts. He serves as a portfolio manager of various strategies utilizing equities, high yield bonds, convertible securities and alternative investments. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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):
| 0.01 | | Last Cap Gain
(16-Nov-07):
| 0.89 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 71.67% |
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| Expense | CBCRX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.11% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$535 | $572 | | 5 Yr Expense Projection*: |
$922 | $873 | | 10 Yr Expense Projection*: |
$2,008 | $1,733 |
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11.08% Nasdaq 
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