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Morningstar

Calamos Evolving World Growth A CNWGX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 17.20  /  0.00
  • Total Assets 361.2 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.27%
  • Turnover 137%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CNWGX

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

  • People Pillar

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

A sound investment process and strong management team underpin Calamos Evolving World Growth A's Morningstar Medalist Rating of Bronze.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CNWGX

More CNWGX 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