Calamos Investment Trust Proxy Filing Released

Calamos Investment Trust/Il DEFA14A Filing Summary
FieldDetail
CompanyCalamos Investment Trust/Il
Form TypeDEFA14A
Filed DateSep 9, 2025
Risk Levellow
Pages2
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-filing, mutual-fund, sec-filing

Related Tickers: CHYDX, CCHYX, CIHYX, CCVIX, CCVCX

TL;DR

Calamos Trust filed proxy docs for its funds - vote your shares!

AI Summary

Calamos Investment Trust filed a DEFA14A on September 9, 2025, detailing proxy information for its various funds, including the Calamos High Income Opportunities Fund, Calamos Convertible Fund, and Calamos Growth Fund. The filing pertains to the company's fiscal year ending October 31st and includes information on different share classes (A, C, I, R6) for these funds. The address for Calamos Advisors LLC is 2020 Calamos Court, Naperville, IL 60563.

Why It Matters

This filing provides shareholders with crucial information regarding proxy voting for the Calamos Investment Trust funds, impacting corporate governance and investment decisions.

Risk Assessment

Risk Level: low — This is a routine proxy filing (DEFA14A) and does not indicate any unusual financial distress or significant operational changes.

Key Numbers

  • 1031 — Fiscal Year End (Indicates the end of the reporting period for the company.)
  • 20250909 — Filing Date (The date the DEFA14A was submitted to the SEC.)

Key Players & Entities

  • CALAMOS INVESTMENT TRUST/IL (company) — Filer of the DEFA14A
  • Calamos Advisors LLC (company) — Manager of the funds
  • 2020 Calamos Court, Naperville, IL 60563 (company) — Business and mailing address

FAQ

What is the purpose of a DEFA14A filing?

A DEFA14A filing is a Definitive Proxy Statement filed with the SEC, providing shareholders with information they need to vote on matters at a shareholder meeting.

Which Calamos funds are mentioned in this filing?

The filing mentions Calamos High Income Opportunities Fund, Calamos Convertible Fund, Calamos Growth & Income Fund, Calamos Market Neutral Income Fund, Calamos Growth Fund, Calamos Global Opportunities Fund, Calamos International Growth Fund, CALAMOS GLOBAL EQUITY FUND, and CALAMOS TOTAL RETURN BOND FUND.

What are the different share classes offered by these funds?

The filing lists Class A, Class C, Class I, and Class R6 shares for various funds.

What is the fiscal year end for Calamos Investment Trust?

The fiscal year end for Calamos Investment Trust is October 31st (1031).

Where is Calamos Investment Trust located?

Calamos Investment Trust's business and mailing address is 2020 Calamos Court, Naperville, IL 60563.

Filing Stats: 538 words · 2 min read · ~2 pages · Grade level 11.1 · Accepted 2025-09-09 12:37:20

Filing Documents

From the Filing

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   SCHEDULE 14A   Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.   )   Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐   Check the appropriate box:   ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy Statement ☒ Definitive Additional Materials ☐ Soliciting Material Pursuant to §240.14a-12   CALAMOS ® INVESTMENT TRUST (Name of Registrant as Specified In Its Charter)   (Name of Person(s) Filing Proxy Statement, if other than the Registrant)   Payment of Filing Fee (Check the appropriate box):   ☒ No fee required.   ☐ Fee paid previously with preliminary materials.   ☐ Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11.              To:   CC:       To Shareholders of CALAMOS INVESTMENT TRUST 2020 Calmos Court Naperville, Illinois 60563-2787   Dear Fellow Shareholder:   At the Calamos Funds Special Meeting of Shareholders held on August 19, 2025, Calamos Investment Trust along with the Board of Trustees presented a series of proposals to shareholders, including the election of Trustees, several proposals relating to modernizing the Trust’s Declaration of Trust, and the removal of an investment restriction for five funds.   RESULTS OF THE SPECIAL SHAREHOLDER MEETING:   We are pleased to report that shareholders overwhelmingly supported the election of the Trustees presented at the meeting and were extremely supportive of the updates to the Declaration of Trust. As a result, several of the funds in the Trust approved all proposals and the polls were closed for these funds. There were, however, some funds that have not yet fulfilled quorum requirements necessary to hold the vote. Calamos and the Board of Trustees adjourned the Special Meeting for these funds to September 30, 2025 at 11:00 a.m. Central Time.   POTENTIAL BENEFITS OF THE PROPOSED CHANGES TO THE DECLARATION OF TRUST:   1. Eliminates outdated limitations on the original Declaration of Trust first established almost 40 years ago.   2. Modernizes the Declaration of Trust to further conform it with the current regulatory environment today.   3. Creates efficiencies in managing and overseeing the funds and eliminates costly expenditures.   WE NEED YOUR VOTE TO WRAP UP THE SPECIAL MEETING.   Please click the “ VOTE HERE” button below to access and review the proxy material and cast your vote. If you prefer to receive the proxy statement and proxy card in paper format to complete and return via U.S. mail, please contact us toll-free at (800) 758-5880 . To facilitate the timely delivery of your proxy, please make your request for a paper copy as soon as possible.   VOTE HERE   NOTE: If you encounter any issues with the above button or do not see it, you may also log in directly by navigating to or clicking the link below and, once there, enter your control number.     vote.proxyonline.com/Calamos/20679 Control Number: XXXXXXXXXXX     By Order of the Board of Trustees of each Trust,   Erik D. Ojala Secretary      

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