Download Blue Chip Fund Changes Name to Focus Growth Fund

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Transcript
Calamos Focus Growth Fund
Blue Chip Fund Changes Name to
Focus Growth Fund
Q. When is the name change effective?
A. C
alamos Blue Chip Fund changed its name to Calamos Focus
Growth Fund effective March 1, 2013.
Q. Why was the name changed?
A. T he fund will be managed with a more focused approach. We
believe that a more focused fund may provide an opportunity
for investors to diversify their equity allocation with a more
concentrated strategy. The fund will remain diversified.
Q. Has primary investment strategy changed?
A. N
o, the fund will continue to invest primarily in U.S.-based,
large-cap companies that we believe have the best prospects
sustainable for growth. We favor companies with a global
presence and geographically diversified revenues that we
believe are positioned to capitalize on global economic growth
and global secular trends.
Q. Does this remain a U.S.-focussed strategy?
A. Y
es, the fund is required to invest primarily in equity securities
issued by U.S. companies. Further, the fund is required to
invest at least 80% of its assets in “Blue Chip” companies,
which are firms included in the S&P 500 Index or the Dow
Jones Industrial Average or has a market capitalization of at
least $2 billion. The principal investment strategies outlined in
the prospectus have not changed.
Q. Has the objective changed?
A. N
o. The objective, policy and process of the fund remain
unchanged. The fund remains managed by the Calamos
Advisors LLC investment management team.
CALAMOS FOCUS GROWTH FUND
»» A focused portfolio of growth-oriented holdings
»» S eeks to capitalize on higher growth businesses with attractive
fundamentals
»» A
ctive management blending investment themes and
fundamental research
FUND TICKER SYMBOLS
A Shares B Shares C Shares I Shares
CBCAX CBCBXCBXCXCBCIX
Calamos Focus Growth Fund
The prospectus can be found at www.calamos.com/FundInvestor/FundLit/.
The principal risks of investing in the Calamos Focus Growth Fund include: equity securities risk, growth stock risk, value stock risk, foreign
securities risk and portfolio selection risk.
As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities,
including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging
markets may present additional risk due to potential for greater economic and political instability in less developed countries.
Before investing, carefully consider the fund’s investment objectives, risks, charges and expenses. Contact 800.582.6959 for a
prospectus containing this and other information. Read it carefully.
Calamos Financial Services LLC, Distributor
2020 Calamos Court | Naperville, IL 60563-2787
800.582.6959 | www.calamos.com | [email protected]
© 2013 Calamos Investments LLC. All Rights Reserved.
Calamos® and Calamos Investments® are registered trademarks of
Calamos Investments LLC.
11135 0213Q R