Morningstar

Calamos Global Opportunities Fund Class I CGCIX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 15.30  /  −0.97 %
  • Total Assets 369.9M
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.36%
  • Turnover 123%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:27 PM GMT+0

Morningstar’s Analysis CGCIX

Will CGCIX outperform in the 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 CGCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Global Opportunities I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CGCIX

More CGCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.39 20M
Technology

Alphabet Inc Class A

4.72 18M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

4.40 16M
Technology

Samsung Electronics Co Ltd

4.03 15M
Technology

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

2.83 11M
Industrials

Amazon.com Inc

2.38 9M
Consumer Cyclical

Iberdrola Finanzas S.A.U. 1.5%

1.98 7M
Corporate

Hyundai Motor Co

1.91 7M
Consumer Cyclical

Intel Corp

1.90 7M
Technology

Eli Lilly and Co

1.77 7M
Healthcare

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