Calamos Global Growth & Income C
2020 Calamos Court C/O Calamos Advisors LLC Naperville IL 60563
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Phone: 800-582-6959
| Category: | World Allocation | | Fund Family: | Calamos | | Net Assets: | 362.74M | | Year-to-Date Return: | -14.52% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-96 |
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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: | $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 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):
| 0.09 | | Last Cap Gain
(20-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 50.86% |
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| Expense | CVLCX | Category
Avg | | Total Expense Ratio: | 2.12%
| 1.17% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 1.00%
| 2.39% | | 3 Yr Expense Projection*: |
$667 | $684 | | 5 Yr Expense Projection*: |
$1,144 | $1,055 | | 10 Yr Expense Projection*: |
$2,462 | $2,095 |
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1.49% Nasdaq 
0.27%
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