Calamos Multi-Fund Blend C
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | Large Growth | | Fund Family: | Calamos | | Net Assets: | 9.61M | | Year-to-Date Return: | -13.31% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Jun-06 |
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Nick P. Calamos
Lead Manager since
28-Jun-06 | | | 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. Its secondary investment objective is current income. The fund invests primarily in Class I shares of a combination of Calamos funds (the "underlying funds").The fund targets equal allocations of its assets among Calamos Growth fund, Calamos Value fund and Calamos Global Growth and Income fund -- generally, each underlying fund receives approximately one-third of the Fund's assets. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Nov-07):
| 0.10 | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 98.99% |
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| Expense | CMQCX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$891 | $623 | | 5 Yr Expense Projection*: |
$1,568 | $956 | | 10 Yr Expense Projection*: |
$3,376 | $1,887 |
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1.14% Nasdaq 0.00%
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