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Morningstar

Calamos Global Equity C CCGEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 12.52  /  −0.56 %
  • Total Assets 109.5 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 —
  • Turnover 90%

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

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.

A sound investment process and strong management team underpin Calamos Global Equity C'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
Rated on Published on

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Portfolio Holdings CCGEX

More CCGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.92 9.9 Mil
Technology

Microsoft Corp

5.20 5.8 Mil
Technology

Eli Lilly and Co

4.37 4.8 Mil
Healthcare

Novo Nordisk A/S ADR

4.28 4.7 Mil
Healthcare

Amazon.com Inc

3.69 4.1 Mil
Consumer Cyclical

Canadian Natural Resources Ltd

2.66 2.9 Mil
Energy

Apple Inc

2.63 2.9 Mil
Technology

ASML Holding NV

2.61 2.9 Mil
Technology

Rolls-Royce Holdings PLC

2.18 2.4 Mil
Industrials

MakeMyTrip Ltd

2.11 2.3 Mil
Consumer Cyclical