Morningstar

Calamos Global Equity Fund Institutional Class CIGEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.61  /  −1.41 %
  • Total Assets 193.9M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 114%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:45 PM GMT+0

Morningstar’s Analysis CIGEX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Global Equity I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CIGEX

More CIGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.68 14M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.62 9M
Technology

Alphabet Inc Class A

4.54 9M
Communication Services

Samsung Electronics Co Ltd

4.01 8M
Technology

Amazon.com Inc

3.11 6M
Consumer Cyclical

Hyundai Motor Co

2.67 5M
Consumer Cyclical

Eli Lilly and Co

2.51 5M
Healthcare

GE Vernova Inc

2.50 5M
Industrials

Advanced Micro Devices Inc

2.29 5M
Technology

Rolls-Royce Holdings PLC

2.22 5M
Industrials

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