2 / 5 Stars
1 1 3 3 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.11 percent over the past year, 9.16 percent over the past three years, 17.76 percent over the past five years, and 5.74 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||5.7%|
The investment seeks long-term capital growth. The fund invests primarily in equity securities issued by U.S. companies. It invests at least 80% of its net assets (plus any borrowings) in "Blue Chip" companies. A Blue Chip company is one whose stock is included in the Standard & Poor's 500 Stock Index or the Dow Jones Industrial Average or a company with a market capitalization of at least $2 billion, and that the fund's investment adviser believes is well established, well known and financially viable. The fund may invest up to 25% of its net assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Calamos Focus Growth Fund has an expense ratio of 1.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.