MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $365
5-Year: $640
10-Year: $1.5K
Loads and Fees:
Initial: 2.25%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.73%    
31th
3-Year: -1.49%    
14th
5-Year: 8.35%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.47%    
48th
3-Year: -0.48%    
43th
5-Year: 0.46%    
46th
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MANAGEMENT

Fund Manager:
Name: Calamos
Since: 06/01/1985

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line