Morningstar

Calamos Global Equity Fund Institutional Class CIGEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 21.13  /  +0.91 %
  • Total Assets 219.5M
  • 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 Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM 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 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.87 13M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.99 9M
Technology

Alphabet Inc Class A

4.60 9M
Communication Services

Eli Lilly and Co

4.05 8M
Healthcare

Amazon.com Inc

3.38 6M
Consumer Cyclical

Samsung Electronics Co Ltd

3.21 6M
Technology

Rolls-Royce Holdings PLC

2.66 5M
Industrials

UniCredit SpA

2.19 4M
Financial Services

TechnipFMC PLC

2.19 4M
Energy

Advanced Micro Devices Inc

1.90 4M
Technology

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