Calamos Growth and Income Fund Class C (CVTCX)

Overview

The fund is designed to cater to investors looking for a balanced investment approach, combining growth potential with income generation. It focuses on investing across a diversified portfolio that includes convertible securities, equities, and fixed-income securities of U.S. companies without any restrictions on market capitalization. By leveraging these various types of investments, the Advisor aims to achieve an optimal balance between risk and reward, tailoring the strategy to fit the growth and income needs of its investors. The fund's investment decisions are guided by the investment adviser’s experience and market analysis, targeting securities with a term to maturity ranging from two to ten years.

Products and Services

• Convertible Securities:

These are financial instruments that the fund invests in, which can be converted into a predetermined number of shares of the issuing company. This blend of equity and debt investment allows for the potential appreciation in the value of the equity, while also offering the stability and interest payments of a fixed-income security. The fund selects convertible securities that, in the advisor's opinion, offer a favorable balance of risk and reward.

• Equity Securities:

Investment in equity securities is aimed at capital growth. The fund diversifies its equity investments across various sectors and companies in the U.S., irrespective of their market capitalization. This approach is designed to capitalize on the growth potential of equities while managing the risks associated with stock market investments.

• Fixed-Income Securities:

These are debt instruments in which the fund invests to generate income. Fixed-income securities can include corporate bonds, government bonds, and other types of debt instruments. The focus on acquiring securities with terms to maturity of two to ten years is intended to provide a steady income stream while managing interest rate risk. This component of the portfolio contributes to the overall objective of balancing growth with income.