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Calamos Timpani Small Cap Growth R6 (CTSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.63-1.18 (-3.39%)
At close: 08:05AM EDT

Calamos Timpani Small Cap Growth R6

Naperville, IL 60563

2020 Calamos Court

Calamos Investment Trust

Management information
Brandon M. Nelson,Lead manager since 22 March 2011
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyCalamos
Net assets307.1M
YTD return23.06%
Morningstar rating★★★
Inception date22 Mar 2011

Fund operations

Last dividendN/A
Last cap gain9.00
Holdings turnover215.00%
Average for categoryN/A

Fees and expenses

ExpenseCTSOXCategory average
Annual report expense ratio (net)0.92%1.21%
Prospectus net expense ratio0.92%N/A
Prospectus gross expense ratio0.99%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A