Calamos Growth Fund Class C (CVGCX)

Overview

This fund focuses on investing predominantly in equity securities of U.S. companies, with an investment strategy that leans towards companies that have large and mid-sized market capitalizations. The fund defines large cap companies as those having a market capitalization in excess of $25 billion, and mid-sized companies as those with a market capitalization greater than $1 billion and up to $25 billion. Additionally, the fund is open to allocating up to 25% of its net assets in foreign securities, broadening its investment horizon beyond the U.S. market and adding an element of international exposure to its portfolio. This strategy highlights the fund's approach to investing in established companies with significant market presence while also taking calculated risks in foreign markets to capitalize on potential growth opportunities outside the United States.

Products and Services

• Equity Securities of U.S. Companies

This primary focus revolves around investments in stocks issued by U.S. companies with large and mid-sized market capitalizations. By targeting companies within these specific market cap ranges, the fund aims to foster a balance between growth potential and the stability offered by well-established firms.

• Investments in Large Cap Companies

Investments are targeted towards companies with a market capitalization in excess of $25 billion. This segment typically includes industry-leading corporations known for their market stability, extensive resources, and strong brand reputations, offering a solid foundation for the fund’s investment portfolio.

• Investments in Mid-Sized Companies

The fund also focuses on mid-sized companies having a market capitalization greater than $1 billion and up to $25 billion. These companies usually offer a blend of growth potential and resilience, often being in a strategic phase of expansion and operational scaling, which can lead to significant investment returns.

• Foreign Securities Investment

With a tactical allocation of up to 25% of its net assets in foreign securities, the fund extends its reach beyond the domestic market, embracing international investment opportunities. This diversification aims to explore growth potentials in foreign markets, potentially increasing the portfolio's overall yield while managing the associated risks of international investing.