Fidelity Adviser Platform Adds Calamos Funds

Fidelity Investments now offers seven Calamos mutual funds on Fidelity Advisor 401(k), Fidelity's financial adviser-sold retirement platform.

A news release said the platform averages 600 to 700 plans a year at an average size of $5 million to $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
  • Calamos Market Neutral Income.

“John Calamos started his firm in 1977,” said Bob Behan, senior vice president and head of National Accounts & Retirement Distribution at Calamos, 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.”