Calamos Global Growth & Income I 2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563 Map
Phone: 800-582-6959
| Category: | World Allocation | | Fund Family: | Calamos | | Net Assets: | 187.77M | | Year-to-Date Return: | -13.99% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Sep-97 |
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Nick P. Calamos
Lead Manager since
09-Sep-96 | | | 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: | $1,000,000 | | 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 total return through capital appreciation and current income. The fund invests primarily in a globally diversified portfolio of convertible, equity, and fixed-income securities without regard to market capitalization. It invests at least 40% of assets in securities of foreign issuers. |
| Last Dividend
(6-Apr-06):
| 0.11 | | Last Cap Gain
(20-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 50.86% |
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| Expense | CGCIX | Category Avg | | Total Expense Ratio: | 1.12%
| 1.17% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.39% | | 3 Yr Expense Projection*: |
$359 | $684 | | 5 Yr Expense Projection*: |
$622 | $1,055 | | 10 Yr Expense Projection*: |
$1,375 | $2,095 |
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