Morningstar® Investment Profile™ | Disclosure Statement Morningstar - Free Trial   Calamos International Growth A  CIGRX   Snapshot Total Returns Rating & Risk Portfolio Nuts & Bolts Analyst Report Quote datadef_ratings Calamos International Growth A  CIGRX   Morningstar Report Overall Morningstar Rating™ What is this? As of 2009-10-31 Out of Foreign Large Growth Funds Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. Morningstar® Style Box™ What is this?    Large    Growth       As of 2009-09-30 Day Change $ -0.05    NAV (2009-11-20) $ 13.43    YTD Return % (2009-11-20) 54.19%    Total Assets ($ mil) 216 View Data Definitions   Performance     Growth of $10,000 Fund: Calamos International Growth A (from 2005-03-16 to 2009-10-31) Category: Foreign Large Growth Index: MSCI EAFE NR USD Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20 Inception date: 2005-03-16 10yr and Inception Returns as of 2009-10-31 YTD Returns as of 2009-11-20 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund 54.19 97.21 1.38 --- --- 6.36 +/- Category 24.48 68.20 6.14 --- --- --- +/- MSCI EAFE NR USD 24.58 44.53 6.13 --- --- --- Standardized Annual Returns %   more on standardized returns Quarter-End (as of 2009-09-30) 40.74 3.71 0.29 --- --- 5.77 Month-End (as of 2009-10-31) 38.23 35.28 -1.85 --- --- 5.25 After Tax Returns % (as of 2009-09-30 )   On Distribution --- 35.28 -2.15 --- --- --- On Distribution & Sale of Shares --- 22.93 -1.59 --- --- --- Morningstar Rating --- --- --- --- --- # of compared funds covered (3 yrs : out of 202 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is 4.75%, the maximum deferred sales fee is none, and the maximum redemption sales fee is none. The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.   Portfolio Profile     Sector Breakdown % Information 27.01 Software 12.52 Hardware 5.57 Media 0.00 Telecommunications 8.92 Service 25.02 Healthcare 7.57 Consumer Services 2.17 Business Services 5.86 Financial Services 9.41 Manufacturing 47.97 Consumer Goods 15.61 Industrial Materials 14.77 Energy 17.59 Utilities 0.00 Asset Allocation % of Net Assets Cash 0.6 Stocks 98.4 Bonds 0.0 Other 1.0 Foreign Stocks 98.4 (as a % of Assets) Data through 2009-09-30 Data through 2009-09-30 Holding Status Total Number of Stock Holdings 61 Turnover % 88 Total Number of Bond Holdings 0 30 Day SEC Yield % --- % of Assets in Top 10 Holdings 32.71 ending as of 2009-09-30 View Data Definitions Top 10 Holdings Sector Country % of Net Assets Autonomy Corporation PLC United Kingdom 5.00 Swatch Grp of Switzerland (The) Switzerland 4.42 Alcon, Inc. Switzerland 4.06 Puma AG Germany 3.72 Standard Chartered PLC United Kingdom 2.90 America Movil S.A.B. de C.V. ADR L Mexico 2.87 Baidu Inc ADR China 2.64 Suncor Engy Canada 2.44 Tencent Hldgs Limi Cayman Islands 2.41 CNOOC, Ltd. China 2.25 Data through 2009-09-30   Other Information Fund Inception: 2005-03-16 Portfolio Manager  (Start Date) Nick P. Calamos  (2005-03-16) NICK P. CALAMOS, CFA Senior Executive Vice President, Head of Investments/CIO As Head of Investments, Mr. Calamos oversees research and portfolio management for Calamos Investments family of mutual funds, closed-end funds and separately managed accounts, totaling more than $41 billion in assets as of June 30, 2008. Leading the development of the firm’s proprietary research tools and investment processes for a team of more than 50 professionals, Mr. Calamos serves as a portfolio manager of various strategies utilizing equities, high yield bonds, convertible securities and alternative investments. Many of the firm’s mutual funds have received accolades throughout his portfolio management tenure including 30 Lipper Performance Achievement Certificates for a number of strategies including No. 1 designation for 10 year performance for the Calamos Convertible, Calamos Growth, Calamos Growth & Income and Calamos Market Neutral Income Funds. The Calamos Growth Fund was recognized as the #1 Fund in the Forbes Honor Roll for three years in a row in 2005; the Calamos Growth and Income Fund earned the Standard & Poor’s/BusinessWeek Excellence in Fund Management Award in both 2003 and 2004. He joined the firm in 1983. A Chartered Financial Analyst (CFA), Mr. Calamos received his undergraduate degree in Economics from Southern Illinois University and an MS in Finance from Northern Illinois University. His book, Convertible Arbitrage: Insights and Techniques for Successful Hedging, was released in July 2003 and is used as a textbook in a number of investment management curriculums. He is often quoted in the press, including The Wall Street Journal, Barron's, Fortune, BusinessWeek and Pensions & Investments. He also regularly appears on CNBC, Kudlow & Company and Bloomberg TV. Mr. Calamos is active in a number of professional and civic organizations including Vistage, a CEO peer group, and the Investment Analysts Society of Chicago, the CFA Institute. He has endowed scholarship programs at Northern Illinois University. John P. Calamos, Sr.  (2005-03-16) John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos’ investment career spans 30 years. Mr. Calamos received his undergraduate degree in Economics and MBA in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. Following his military service, John devoted his entire professional career to investment management and research, establishing his own firm in 1977. Mr. Calamos is a member of the Investment Analysts Society of Chicago and has taught graduate level courses on finance and investments. Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis, along with numerous articles in various financial journals. He is often quoted in the press, including The Wall Street Journal, Investor’s Business Daily, Barron’s, Fortune, BusinessWeek and Pensions & Investments. He has appeared on CNBC, CNNfn, Louis Rukeyser's Wall Street and Nightly Business Report. John P. Calamos, Jr.  (2007-03-01) Calamos is executive vice president, senior strategy/research analyst for Calamos. He is an assistant portfolio manager responsible for equity analysis using Calamos’quantitative models. He monitors the universe of equity opportunities using quantitative models and also assists in managing accounts that use convertible hedging techniques. His experience includes the use of listed options, short sales and leverage with convertible securities. John Hillenbrand  (2007-03-01) JOHN HILLENBRAND, CPA Sr. Vice President, Sector/Strategy Analyst Mr. Hillenbrand is a senior member of the investment team with portfolio management and research responsibilities. He is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, John works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies. Mr. Hillenbrand, a Certified Public Accountant (CPA), graduated from Loyola University with a BBA in Public Accounting and holds an MBA from the University of Chicago in Analytic Finance. Prior to joining Calamos in 2002, he served as an equity research analyst at Credit Suisse First Boston and ABN AMRO. Steve E. Klouda  (2007-03-01) STEVEN E. KLOUDA, CFA Sr. Vice President, Sector/Strategy Analyst Mr. Klouda is a senior member of the investment team with portfolio management and research responsibilities. He is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, he works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies. Mr. Klouda, a Chartered Financial Analyst (CFA), graduated from North Central College with a BA in Marketing, and holds an MBA with a concentration in Finance from the Keller Graduate School of Management. He joined Calamos in 1994. Jeff Scudieri  (2007-03-01) JEFF SCUDIERI, CFA Sr. Vice President, Sector/Strategy Analyst Mr. Scudieri is a senior member of the investment team with portfolio management and research responsibilities. He is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, Jeff works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies. Mr. Scudieri, a Chartered Financial Analyst (CFA), graduated from Northern Illinois University with a BA in Finance and holds an MBA from DePaul University in Finance. He also holds Series 6 and 63 licenses. Prior to joining Calamos in 1997, he worked in Shareholder Services at Zurich Kemper Investments. Jon Vacko  (2007-03-01) JON VACKO, CFA Sr. Vice President, Sector/Strategy Analyst Mr. Vacko is a senior member of the investment team with portfolio management and research responsibilities. He is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, Jon works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies. Mr. Vacko, a Chartered Financial Analyst(CFA), graduated from the University of Wisconsin with a BBA in Finance, and holds an MBA from the University of Chicago. Prior to joining Calamos in 2000, he was a Credit Analyst with Duff & Phelps Credit Rating (now part of Fitch IBCA) in the Financial Institutions Group and was an Examiner with the Federal Reserve Bank of Chicago. Sales Charge % (taken from prospectus dated 2009-03-01) Front: 4.75 Deferred: None Expense Ratio % 1.48 based on net assets (taken from annual report dated 2008-10-31) Correspondence Information 2020 Calamos Court C/O Calamos Advisors LLC Naperville,  IL  60563 Telephone: 800-823-7386 Data on this page does not include the fund's short positions (if any). Show Data Definitions © Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold.