What are the minimum investment requirements?

Asked 2 years ago
Calamos typically has varying minimum investment requirements depending on the specific fund or investment strategy being considered. Generally, for mutual funds, the minimum initial investment can range from one thousand to five thousand dollars for regular accounts, while certain retirement accounts may have different thresholds, often starting around five hundred dollars. Additionally, specific strategies, such as institutional or advisory account offerings, could have higher minimums, sometimes reaching several million dollars. It is essential to note that minimum investment amounts may also be influenced by the type of share class selected, as some share classes might have lower expense ratios but higher minimums, while others may offer lower minimums with slightly higher fees. For the most accurate and up-to-date information regarding Calamos's minimum investment requirements, interested investors should review the information on the respective fund's pages or consult the most current literature available on the company website. This ensures that any decisions made align with individual financial strategies and goals.
Jeff Whelpley is the editor / author responsible for this content.
Answered Sep 5, 2025

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