The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR"). Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.Ĭalamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC and Calamos Financial Services LLC. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-80. For eligibility requirements and other available share classes see the prospectus and other Fund documents at FrequencyĬalamos Financial Services LLC, DistributorĬheck the background of the firm and its investment professionals on FINRA's BrokerCheck.īefore investing, carefully consider the fund's investment objectives, risks, charges and expenses. All performance shown assumes reinvestment of dividends and capital gains distributions.Ĭlass I shares are offered primarily for direct investment by investors through certain tax-exempt retirement plans and by institutional clients, provided such plans or clients have assets of at least $1 million. Investors cannot invest directly in an index.Īverage annual total return measures net investment income and capital gain or loss from portfolio investments as an annualized average. Unmanaged index returns, unlike fund returns, do not reflect fees, expenses or sales charges. The ICE BofA All US Convertibles Index (VXA0) measures the return of all US convertibles. S&P 500 Index is generally considered representative of the US stock market. The funds' gross expense ratios as of the prospectus dated are as follows: A Shares 1.08%, C Shares 1.83% and I Shares 0.83%. Had it been included, the Fund's return would have been lower. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 2.25%. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Please refer to Important Risk Information. Current performance may be lower or higher than the performance quoted. Performance data quoted represents past performance, which is no guarantee of future results.
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