2 / 5 Stars
4 4 2 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#106 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation 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 15.58 percent over the past year, 6.46 percent over the past three years, 16.31 percent over the past five years, and 6.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||6.4%|
The investment seeks high long-term total return through growth and current income. The fund invests primarily in a diversified portfolio of convertible, equity and fixed-income securities of U.S. companies without regard to market capitalization. It attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The average term to maturity of the convertible and fixed-income securities purchased by the fund will typically range from two to ten years.
Fees are Above Average compared to funds in the same category.
Calamos Growth and Income Fund has an expense ratio of 1.09 percent.
Risk is High compared to funds in the same category according to Morningstar.