1 / 5 Stars
1 1 2 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#316 in Large Growth
U.S. News evaluated 464 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 29.48 percent over the past year, 9.00 percent over the past three years, 15.73 percent over the past five years, and 6.17 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.9%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||15.7%|
|10 Years (Annualized)||6.2%|
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 are Average compared to funds in the same category.
Calamos Growth Fund has an expense ratio of 1.26 percent.
Risk is High compared to funds in the same category according to Morningstar.