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Mutual Funds: CALAMOS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
CALAMOS CONVERTIBLE FD CL A (CCVIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GROWTH FUND CL I (CGRIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS HIGH INCM OPPTY FD CL A (CHYDX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS CONV FD CL I (CICVX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS INTERNATIONAL GROWTH FUND CL A (CIGRX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS HEDGED EQTY INCM FD I (CIHEX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS MARKET NEUTRAL INCOME FUND CLASS (CMNIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS EVOLVING WORLD GROWTH FD CL A (CNWGX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS EVOLVING WORLD GROWTH FD CL I (CNWIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS PHINEUS LONG SHORT FD INST (CPLIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS PHINEUS LONG SHORT FD A (CPLSX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GROWTH FD CL A (CVGRX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL GROWTH & INCOME FD CL A (CVLOX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS MARKET NEUTRAL INCOME FD CL A (CVSIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GROWTH & INCOME FUND CL A (CVTRX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.