Calamos Long/Short Fund

U.S. News evaluated 110 Long/Short Equity 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

Trailing Returns Updated 03.31.2014
Year to date 1.8%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long term capital appreciation. The fund seeks to achieve it investment objective by taking long and short positions in equity securities (including common and preferred stock, and convertible securities) primarily of large and mid-cap U.S. companies. It may invest in companies of any size and market capitalization. The fund may invest up to 40% of its net assets in foreign securities. It may also invest in fixed income securities of varying maturities and cash and cash equivalents.

Fees

Fees are High compared to funds in the same category.
Calamos Long/Short Fund has an expense ratio of 2.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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