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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 DIV GWTH FD CL A (CADVX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL CONV FD A (CAGCX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL EQTY FD CL A (CAGEX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL SUSTAINABLE EQUITIES A (CAGSX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS HEDGED EQTY INCM FD A (CAHEX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS INTERNATIONAL SMALL CAP GR A (CAISX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL GROWTH & INCM CL I (CGCIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GROWTH AND INCM FD CL I (CGIIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL SUSTAINABLE EQUITIES I (CGSIX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CALAMOS DIV GWTH FD CL I (CIDVX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL EQTY FD CL I (CIGEX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS INTL GROWTH I (CIGIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS HIGH INCM OPPTY FD CL I (CIHYX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS MERGER ARBITRAGE FD CL A (CMRAX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS MERGER ARBITRAGE FD CL I (CMRGX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS INTERNATIONAL SMALL CAP GR I (CSGIX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CALAMOS SHORT TERM BD FD A (CSTBX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS SHORT TERM BD FD I (CSTIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS TIMPANI SMID GWTH A (CTAGX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS TIMPANI SMALL CAP GROWTH FD CL A (CTASX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS TIMPANI SMID GWTH I (CTIGX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $0.00
CALAMOS TOTAL RETURN BD FD CL A (CTRAX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS TOTAL RETURN BD I (CTRIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS TIMPANI SMALL CAP GROWTH FD CL I (CTSIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS SELECT FD CL A (CVAAX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS SELECT FD CL I (CVAIX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS GLOBAL CONV FD I (CXGCX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS ANTETOKOUNMPO SUS EQUI CALAMOS S (SROAX)
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1 $0.00 $0.00 $0.00 $0.00
CALAMOS ANTETOKOUNMPO SUS EQUI CALAMOS S (SROIX)
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1 $1,000,000.00 $0.00 $1,000,000.00 $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.