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Morningstar

Calamos Global Equity A CAGEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 12.38  /  2.29 %
  • Total Assets 89.8 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 77%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 11:45 PM GMT+0

Morningstar’s Analysis CAGEX

Will CAGEX 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 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.

A sound investment process and strong management team underpin Calamos Global Equity 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CAGEX

More CAGEX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Communication Services