Calamos Growth Fund Class A (CVGRX)

Overview

The fund is designed for investors seeking to invest in equity securities, primarily of U.S. companies. Its strategy focuses on acquiring shares from companies that are considered to have large and mid-sized market capitalizations. With a clear preference for established companies, the fund categorizes large cap companies as those with a market capitalization exceeding $25 billion, and mid-sized companies as those having a market capitalization from $1 billion up to $25 billion. A portion of the fund's portfolio, up to 25%, can be invested in foreign securities, allowing for some degree of geographical diversification beyond the United States. This strategy aims at balancing risk by investing in both robust, large cap companies and dynamically growing mid-sized companies, offering potential for growth alongside stability.

Products and Services

• Equity Securities Investment

  This product centers around investments in equity securities, primarily those issued by U.S. companies. It leverages market trends and economic indicators to select stocks that have the potential for growth and stability, relevant for investors aiming at long-term capital appreciation.

• Large and Mid-Cap Focused Portfolio

  Offering a specifically designed portfolio that predominantly consists of companies with large and mid-sized market capitalizations. This focus aims to strike a balance between the growth potential of mid-cap companies and the stability of large-cap companies, making it suitable for investors looking for a blend of growth and security in their investments.

• Foreign Securities Investment

  By allocating up to 25% of its net assets in foreign securities, the fund offers exposure to international markets. This diversification is intended to take advantage of global investment opportunities and mitigate the portfolio’s risk associated with the domestic market's volatility, broadening the investment horizon for its clientele.