CVGCX – Calamos Growth C Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests primarily in equity securities issued by U.S. companies. It currently anticipates that substantially all of its portfolio will consist of securities of companies with large and mid-sized market capitalizations. The fund's investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion, up to $25 billion. It may invest up to 25% of its net assets in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGRIX	Calamos Growth Fund Institutional Class	Institutional	Open			Sep 18, 1997	$467.94M	1.030%	High	$1M	−$3.74M
CVGRX	Calamos Growth Fund Class A	Front Load	Open			Sep 4, 1990	$1.30B	1.280%	High	$2,500	−$125.73M
CVGCX	Calamos Growth Fund Class C	Level Load	Open			Sep 3, 1996	$10.49M	2.030%	High	$2,500	−$2.06M

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