Calamos Timpani Small Cap Growth A
Naperville, IL 60563
2020 Calamos Court
Calamos Investment Trust
管理資訊
Brandon M. Nelson,自 2011年3月22日 起的牽頭經辦人
Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small- and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Brandon joined Calamos Investments following its 2019 acquisition of Timpani Capital Management, the company he co-founded in 2008, where he served as Chief Investment Officer and Portfolio Manager of the Timpani strategies since inception. Previously, he was a Managing Director and Senior Portfolio Manager at Wells Capital Management since 2005. Prior to that, Brandon was with Strong Capital Management, Inc. as a Research Analyst from 1996 to 2000 and as a Portfolio Manager from 2000 to 2005. He received his master’s degree in Finance from the University of Wisconsin-Madison and was selected to participate in the prestigious Applied Security Analysis Program. He also received his BBA in Finance from the University of Wisconsin-Madison.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Small Growth
基金家族Calamos
淨資產307.1M
本年度至今日回報22.82%
收益率0.00%
晨星評級★★★
成立日期2014年1月5日
基金運作
上次股息無
上次資本增益9.00
持股週轉率215.00%
組別平均無
費用與支出
支出CTASX類別平均
年報支出比率 (淨值)1.30%1.21%
招股書淨支出比率1.30%無
招股書總支出比率1.37%無
最高 12b1 費用無無
最高首次認購費無5.40%
最高遞延銷售費用無1.27%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
