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Morningstar

Calamos Global Equity I CIGEX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 16.60  /  −0.60 %
  • Total Assets 109.5 Mil
  • 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 1.0 Mil
  • Status Open
  • TTM Yield 0.08%
  • 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 CIGEX

Will CIGEX 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 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.

A sound investment process and strong management team underpin Calamos Global Equity I's Morningstar Medalist Rating of Silver.

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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIGEX

More CIGEX 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