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Morningstar

Calamos International Growth I CIGIX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 21.58  /  +1.89 %
  • Total Assets 228.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.24%
  • Turnover 131%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CIGIX

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

  • People Pillar

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

A sound investment process and strong management team underpin Calamos International Growth I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIGIX

More CIGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

6.10 14.7 Mil
Healthcare

Advantest Corp

4.11 9.9 Mil
Technology

ASML Holding NV

3.96 9.5 Mil
Technology

Rolls-Royce Holdings PLC

3.59 8.6 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd

2.97 7.1 Mil
Technology

Hitachi Ltd

2.93 7.1 Mil
Industrials

SAP SE

2.61 6.3 Mil
Technology

Constellation Software Inc

2.57 6.2 Mil
Technology

Munters Group AB Class B

2.28 5.5 Mil
Industrials

MakeMyTrip Ltd

2.28 5.5 Mil
Consumer Cyclical