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Morningstar

Calamos Global Equity C CCGEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.65  /  0.10 %
  • Total Assets 77.6 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CCGEX

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

People Pillar

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

Summary

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A strong Process Pillar rating isn't sufficient for Calamos Global Equity C to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. 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.

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