Morningstar

Calamos Global Equity Fund Class A CAGEX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $18.97  /  +1.77 %
  • Fund Size $213.8M
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 1.400%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 114%
NAV and 1-Day Return as of

Morningstar’s Analysis CAGEX

Will CAGEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Global Equity A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CAGEX

More CAGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.55 12M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.01 10M
Technology

Alphabet Inc Class A

4.33 8M
Communication Services

Eli Lilly and Co

4.03 8M
Healthcare

Samsung Electronics Co Ltd

3.44 7M
Technology

Amazon.com Inc

3.19 6M
Consumer Cyclical

Rolls-Royce Holdings PLC

2.68 5M
Industrials

UniCredit SpA

2.24 4M
Financial Services

TechnipFMC PLC

2.00 4M
Energy

Illumina Inc

1.97 4M
Healthcare

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