Calamos Growth & Income A CVTRX

… VWIAX or VWENX , but I don't believe that T-C actually puts the money in the CVTRX fund, but probably an investment that mirrors the fund. The expense ratio for CVTRX is 1.09% and the expense for the same fund in the T-C IVA is 2.09 …

below is a link for my retroactive updating thru 3/31/10 for my 2010 HO-down ...   http://socialize.morningstar.com/NewSocialize/forums/ p/257708/2807539.aspx#2807539 Incredibly, I managed to update on time for eom 4/30/10! As referenced in my first HO-down post, of the 7 experimental strategies, #3 thru #7 have monthly DCAs of one sort or another... #3-#6 have a total $10,000 added and #7 adds $5,000 to each of 7 different allocation funds. Observations for each strategy YTD ao 4/30/10 : #1 Dow 3 Pups --overall down -6.18% YTD (T is +1.06% , VZ -5.48% and PFE -14.18% YTD) #2 SP500 3 Pups --overall UP +5.75% YTD (carried by KIM +14.29% , NI  +6.61% and HCBK -3.68% )  #3 LG-MG-Int'l-EM Equity --still percolating but CVTRX (LG) is lagging a bit YTD  #4 SV-Convertible-Realty-Util-BRIC --so far JSCVX (SV) is leading and BRIC (JLTAX-LETRX-MCDFX,MINDX) is lagging #5 Domestic/Int'l Total Return --leader is NOIEX (domestic equity) and CIHDX (int'l equity) is laggard #6 Sector/Asset --definite leader is ICTRX (industrials) and SWHFX (healthcare) is the laggard #7 allocation funds mini contest --top 3 funds are #1 USBSX, #2 DODBX and #3 SWBGX all with YTD total returns of +3.40% or so (all within tenths of each other) below is a link to my list of Shared Portfolios giving links for each of the above diversification and allocation portfolios... http://socialize.morningstar.com/NewSocialize/ user/EditProfile.aspx?TabIndex=11 I look forward to hear what you think, Santa Cruz --and anyone and everyone else who might be rattling around out there. Your observations and your participation help us help each other. Santa Cruz, do you think I should backtrack and retroactively do a DCA in the Dow and SP500 Pups? It would be interesting to really see the effect of the very real benefit of DCA applied to their current YTD losses. Regards, Susan

… company has started to see some outperformance from its two main funds--the Growth Fund CVGRX and the Growth and Income Fund CVTRX --which accounted for more than 40% of Calamos' AUM at the end of last year. During the first four months of 2009, the …

… the U.S. equity markets, with two of its open-end mutual funds--the Growth Fund CVGRX and the Growth & Income Fund CVTRX --accounting for more than 40% of Calamos' assets under management. Given the poor performance of these two funds over …

… Given the performance of its two most important funds, the Growth Fund CVGRX (down 50%) and the Growth and Income Fund CVTRX (down 31%), we believe that it will be difficult for the firm to overcome the 58% decline in equity assets (and 48% decline …