Morningstar

Calamos Global Opportunities Fund Class I CGCIX

Morningstar Medalist Rating
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Medalist Rating as of See Calamos Investment Hub
  • NAV / 1-Day Return $15.07  /  +1.14 %
  • Fund Size $365.5M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.46%
  • Turnover Ratio 123%
NAV and 1-Day Return as of

Morningstar’s Analysis CGCIX

Will CGCIX 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 CGCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGCIX 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 CGCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Global Opportunities I 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 CGCIX

More CGCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.52 17M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.45 17M
Technology

Alphabet Inc Class A

4.19 16M
Communication Services

Samsung Electronics Co Ltd

3.01 11M
Technology

Eli Lilly and Co

2.86 11M
Healthcare

Usd

2.58 10M
Cash and Equivalents

Amazon.com Inc

2.28 9M
Consumer Cyclical

Robinhood Markets Inc 0.01%

2.04 8M
Corporate

Iberdrola Finanzas S.A.U. 1.5%

2.01 8M
Corporate

ASML Holding NV

1.79 7M
Technology

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