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Morningstar

Calamos Global Opportunities C CVLCX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 9.81  /  −0.30 %
  • Total Assets 234.3 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.21%
  • Turnover 81%

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

Morningstar’s Analysis CVLCX

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

  • People Pillar

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

Calamos Global Opportunities 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

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Portfolio Holdings CVLCX

More CVLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.39 15.2 Mil
Technology

Microsoft Corp

4.32 10.3 Mil
Technology

Eli Lilly and Co

3.64 8.7 Mil
Healthcare

Novo Nordisk A/S ADR

3.60 8.6 Mil
Healthcare

MakeMyTrip Ltd. 0.01%

2.92 6.9 Mil
Corporate

Eni SpA 2.95%

2.55 6.1 Mil
Corporate

Apple Inc

2.47 5.9 Mil
Technology

Post Holdings Inc. 2.5%

2.36 5.6 Mil
Corporate

Usd

2.34 5.6 Mil
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

2.32 5.5 Mil
Technology