Strength in the People Pillar isn't sufficient for Calamos Global Opportunities C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 8.40 / 0.96 %
- Total Assets 221.1 Mil
-
Adj. Expense Ratio
1.970%
- Expense Ratio 1.970%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Global Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 92%
Morningstar’s Analysis CVLCX
Will CVLCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 58
- Bond Holdings 3
- Other Holdings 29
- % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Usd
4.20
9,068,466
Cash and Equivalents
Glencore Funding LLC 0.01%
2.28
4,926,646
Corporate