Morningstar

Calamos Global Opportunities Fund Class A CVLOX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 14.56  /  −0.95 %
  • Total Assets 369.9M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.17%
  • Turnover 123%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CVLOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calamos Global Opportunities A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CVLOX

More CVLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.39 20M
Technology

Alphabet Inc Class A

4.72 18M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

4.40 16M
Technology

Samsung Electronics Co Ltd

4.03 15M
Technology

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

2.83 11M
Industrials

Amazon.com Inc

2.38 9M
Consumer Cyclical

Iberdrola Finanzas S.A.U. 1.5%

1.98 7M
Corporate

Hyundai Motor Co

1.91 7M
Consumer Cyclical

Intel Corp

1.90 7M
Technology

Eli Lilly and Co

1.77 7M
Healthcare

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