Calamos Investments has launched the Calamos Total Return Bond Fund. The new offering seeks total return consistent with preservation of capital, and dynamically allocates across the broad sectors of the U.S. investment-grade bond market, including U.S. Treasurys and agencies, mortgage-backed securities, corporate debt and asset-backed securities.
Calamos Investments announces the launch of the Calamos Total Return Bond Fund, a broadly diversified fixed-income portfolio with opportunistic sector allocations designed to provide greater flexibility in managing risk and reward.
Seeking total return consistent with preservation of capital, the Fund dynamically allocates across the broad sectors of the U.S. investment-grade bond market, including U.S. Treasurys and agencies, mortgage-backed securities, corporate debt and asset-backed securities. Complementary allocations may include high-yield securities, international bonds and currencies, among others. The Fund can also tailor its credit and interest- rate exposure via derivative-based strategies.
"The launch of Calamos Total Return Bond Fund continues our tradition of providing investors with innovative strategies that dynamically blend investments to manage risk and enhance return potential," says John P. Calamos, Sr., chairman, chief executive officer and co-chief investment officer.
The Fund draws upon a time-tested investment philosophy and a deep bench of experienced professionals. Co-Chief Investment Officers John P. Calamos, Sr. and Nick P. Calamos, CFA, who have managed assets together for more than 24 years, lead the firm's integrated team of more than 60 investment professionals. The team also benefits from state-of-the-art technology resources.
Matthew Toms, CFA and Director of Fixed Income, will play a leading role within this Fund's management team. Mr. Toms has portfolio management experience in multiple fixed-income strategies, including core, core-plus, high-yield and global bond portfolios.
While the Calamos Total Return Bond Fund is primarily a domestic portfolio, the Fund's investment team analyzes the U.S. bond market within the broader context of the global marketplace. "The Fund's broad scope will allow for the implementation of multiple investment themes and performance drivers," says Mr. Toms. "By dynamically blending the substantial global investment insights available across Calamos Investments, the Fund seeks to achieve excellent risk-managed returns."
Demonstrating an established and clear alignment with the interests of investors, Calamos Holdings LLC has invested $30 million in the new Fund.
Calamos Investments offers 30 years of innovative investment management experience. Since its founding as a boutique convertible bond manager, the firm has successfully expanded into equity, high yield, global/international, and cash management strategies designed to provide institutions and investors with attractive risk-managed returns. The introduction of Calamos Total Return Bond Fund complements and enhances the firm's established capabilities.
To learn more about Calamos Global Total Return Bond Fund and the Calamos Family of Funds, visit us on the web at http://www.calamos.com/.
Calamos Total Return Nasdaq Symbols CUSIP Numbers Bond Fund Share Class Class A CTRAX 128119310 Class B CTXBX 128119294 Class C CTRCX 128119286 Class I CTRIX 128119278 Class R CTRRX 128119260 About Calamos Investments
Calamos Investments is a diversified investment firm offering equity, fixed-income, convertible and alternative investment strategies, among others. The firm serves institutions and individuals via separately managed accounts and a family of open-end and closed-end funds, providing a risk-managed approach to capital appreciation and income-producing strategies. For more information, visit http://www.calamos.com/.
Important Information about Risk
In addition to market risk, there are certain risks associated with an investment in the fund, such as a default risk, the risk that the company issuing debt securities will be unable to repay principal and interest, and interest rate risk, the risk that the security may decrease in value if interest rates increase.
The Fund invests in lower-rated securities, which present greater risks than investments in higher-rated securities. That is because there is lower- rated securities that may default on income and principal payments.
The Fund may invest in derivative securities, including options, futures contracts and swap agreements. The use of derivatives presents risks different from, and possibly greater than, the risks associated with investing directly in traditional securities. There is no assurance that any derivative strategy used by the Fund will succeed.
You should also know that the Fund may invest up to 35% of its assets in the securities of foreign issuers. 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. The Fund may invest in securities issued by companies in emerging markets; these may present additional risk due to the 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. Calamos Investments
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