Calamos Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.883.1213.78-1.539.68
    Category Average-0.724.5512.43-2.636.37
    Assets for Each Yr*11.5110.0411.0912.6114.84
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.68 7.35 4.93

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,842 mil $2,500 28.93 71.07
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 10.72 1.41 Above Avg
    International Stock 3.8 3.16 1.62 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.8 1.77 0.92 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calamos Growth A John P. Calamos 15.70
    Calamos Convertible John P. Calamos 13.20
    Calamos Growth & Inc John P. Calamos 12.60
    Calamos Internationa John P. Calamos 10.20
    Calamos Global Growt John P. Calamos 10.10

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calamos Timpani SMID Ryan B. Isherwood 0.10
    Calamos Short-Term B John P. Calamos 1.00
    Calamos Phineus Long Michael Grant 3.40
    Calamos Hedged Equit John P. Calamos 3.70
    Calamos Global Conve John P. Calamos 4.50