A news release said the platform averages 600-700 plans a year at an average size of $5 million-$7 million.
The seven funds on the platform are:
- Calamos Convertible Fund,
- Calamos Global Growth & Income Fund,
- Calamos Growth & Income Fund,
- Calamos Growth Fund,
- Calamos High Yield Fund,
- Calamos International Growth, and
- Calamos Market Neutral Income.
“John Calamos started his firm in 1977,” said Bob Behan, Calamos Senior Vice President and Head of National Accounts & Retirement Distribution, in the news release. “The addition of the Calamos funds to the Fidelity platform gives advisers access to the experience and expertise of John and co-CIO Nick Calamos, as well as their entire investment team. Now more than ever, experience in both up and down market cycles is important.”
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