Calamos Growth Fund

Scorecard
1 / 5 Stars
Lipper
1 1 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#341 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.45 percent over the past year, 9.49 percent over the past three years, 22.99 percent over the past five years, and 6.78 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.2%
1 Year 33.4%
3 Years (Annualized) 9.5%
5 Years (Annualized) 23.0%
10 Years (Annualized) 6.8%

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Summary

The investment seeks long-term capital growth. The fund invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. It may invest up to 25% of its net assets in foreign securities.

Fees

Fees are Average compared to funds in the same category.
Calamos Growth Fund has an expense ratio of 1.26 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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