Calamos Growth B 2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563 Map
Phone: 800-582-6959
| Category: | Large Growth | | Fund Family: | Calamos | | Net Assets: | 999.12M | | Year-to-Date Return: | -30.92% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-00 |
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Nick P. Calamos
Lead Manager since
04-Sep-90 | | | 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: | $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 primarily in equity securities issued by U.S. companies. It invests substantially all of portfolio in securities of companies with large-sized market capitalizations which have a market capitalization in excess of $25 billion and mid-sized market capitalizations which have a market capitalization from $1 billion up to $25 billion. |
| Last Dividend
| N/A | | Last Cap Gain
(16-Nov-07):
| 7.56 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 98.66% |
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| Expense | CVGBX | Category Avg | | Total Expense Ratio: | 1.95%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$914 | $622 | | 5 Yr Expense Projection*: |
$1,256 | $957 | | 10 Yr Expense Projection*: |
$2,090 | $1,889 |
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