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CXGCX Calamos Global Convertible I

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Fund CXGCX Calamos Global Convertible I ICVT iShares Convertible Bond CWB SPDR® Barclays Convertible Secs ETF  
100% 89% 90%
Annual Fees
(1.11% Exp. Ratio)
(0.20% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.58% annual return
$8,522.01 $11,217.26 $10,562.11
Est. savings over 30 yrs +$2,695.25 +$2,040.10
As of 9/30/16
1 YR RETURN 7.76%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.09%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.23%
3 YR 7.30%
5 YR 11.21%
10 YR --
The investment seeks total return through capital appreciation and current income. The fund invests mainly in a globally-diversified portfolio of convertible securities (including synthetic convertible securities) issued by both U.S. and foreign companies without regard to market capitalization. Under normal circumstances, it invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in convertible securities, including synthetic convertible securities. The fund may invest up to 20% of its net assets in equity securities or securities with economic characteristics similar to stock or the equity markets.
The investment seeks to track the investment results of the Barclays U.S. Convertible Cash Pay Bond > $250MM Index (the "underlying index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The underlying index is a subset of the Barclays U.S. Convertibles: Cash Pay Bonds Index, which measures the performance of the U.S. dollar-denominated convertibles market. The fund is non-diversified.
The investment seeks to provide investment results that before fees and expenses correspond generally to the price and yield performance of the Barclays U.S. Convertible Bond >$500MM Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities with outstanding issue sizes greater than $500 million. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

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