Class:
J
Document Download:
Investment Objective:
The Fund will use convertible securities with an average investment grade rating in seeking to provide income, long-term capital growth and capital preservation. Convertibles are corporate securities, usually bonds or preferred stocks that can convert to shares of common stock at a stated price so they offer a steady income and the potential to participate in rising markets. The fund’s benchmark is Merrill Lynch All ex 144A (VXN0).
The Sub-Advisor:
Calamos Asset Management, Inc. (CAM), located in Naperville, Illinois, specializes in convertible securities management and research. The firm was established in 1977 and currently manages $32.8 billion in assets.
Risk/Return Rating:
3
Fund Advisor:
Calamos Asset Management
Benchmark Index:
ML AII EX 144A (VXN0)