2020 Calamos Court,
Napterville , IL, 60563

Rank

Rank Universe

Summary

The fund seeks income and capital appreciation by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying equities.

Then the manager constructs a portfolio of stocks from a list of More

Link

Directors

Jan 16, 2024
  • John P. Calamos, Sr.
  • John E. Neal
  • William R. Rybak
  • Karen L. Stuckey
  • Christopher M. Toub
  • Virginia G Breen
  • Lloyd A. Wennlund

Chief Compliance Officer

  • Mark Mickey

Fund Manager(s)

Price

  • $ 19.42 ( -0.35 )
    Feb 21, 2025
    Last Close
  • Net Assets
  • $17.8M
    Mar 27, 2024
  • Holding
  • 14
    Sep 30, 2024
    More

  • 52-Week High/Low
  • $20.08 - $16.48
  • Turnover
  • 14.4%
  • Expense Ratio
  • 2.10%

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

46.02%

5 Year

47.91%

Best

20.9%

2017

Worst

-18.5%

2022

Alpha

CADVX S&P 500

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