Skip to Content
Morningstar

Calamos Evolving World Growth A CNWGX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 15.43  /  0.52 %
  • Total Assets 390.4 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.71%
  • Turnover 132%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CNWGX

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

People Pillar

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

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

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CNWGX

More CNWGX Holdings
  • Current Portfolio Date
  • Equity Holdings 87
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

6.35
29,246,972
Technology

SK Hynix Inc. 1.75%

3.83
17,618,320
Corporate

Tencent Holdings Ltd

3.74
17,249,209
Communication Services

HDFC Bank Ltd

2.51
11,554,058
Financial Services

Li Auto Inc. 0.25%

2.25
10,359,918
Corporate

Corporacion Inmobiliaria Vesta SAB de CV

2.13
9,831,902
Real Estate

MercadoLibre Inc

2.02
9,303,946
Consumer Cyclical

Wynn Macau Ltd. 4.5%

2.01
9,275,461
Corporate

Alibaba Group Holding Ltd Ordinary Shares

1.88
8,669,530
Consumer Cyclical

Alchip Technologies Ltd

1.77
8,168,316
Technology