1 / 5 Stars
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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#152 in Small Growth
U.S. News evaluated 215 Small 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 29.91 percent over the past year, and 5.74 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests substantially all of its assets in a diversified portfolio of equity investments in small and mid-cap issuers with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell 2500 Growth Index at the time of investment. It may invest up to 25% of its net assets in foreign securities.
Fees are Above Average compared to funds in the same category.
Calamos Discovery Growth Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.