Skip to Content
Morningstar

Calamos Evolving World Growth C CNWDX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 16.70  /  +1.21 %
  • Total Assets 372.8 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 137%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CNWDX

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

  • People Pillar

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

Calamos Evolving World Growth C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CNWDX

More CNWDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.90 37.7 Mil
Technology

SK Hynix Inc. 1.75%

5.03 19.2 Mil
Corporate

MakeMyTrip Ltd. 0.01%

4.69 17.8 Mil
Corporate

MercadoLibre Inc

3.00 11.4 Mil
Consumer Cyclical

Alchip Technologies Ltd

3.00 11.4 Mil
Technology

Macrotech Developers Ltd

2.60 9.9 Mil
Real Estate

Meritz Financial Group

2.47 9.4 Mil
Financial Services

Reliance Industries Ltd

2.44 9.3 Mil
Energy

Hindustan Aeronautics Ltd Ordinary Shares

2.40 9.1 Mil
Industrials

DLF Ltd

2.36 9.0 Mil
Real Estate