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Morningstar

Calamos Global Opportunities A CVLOX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 9.81  /  0.41 %
  • Total Assets 201.9 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.20%
  • Turnover 92%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 PM GMT+0

Morningstar’s Analysis CVLOX

Will CVLOX 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 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.

A sound investment process and strong management team underpin Calamos Global Opportunities 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVLOX

More CVLOX Holdings
  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 1
  • Other Holdings 33
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.89
11,168,231
Technology

Microsoft Corp

4.01
9,173,975
Technology

Apple Inc

2.79
6,372,838
Technology

Novo Nordisk A/S ADR

2.77
6,331,230
Healthcare

ASML Holding NV

2.33
5,321,877
Technology

Eli Lilly and Co

2.29
5,227,325
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.25
5,146,416
Technology

Quanta Services Inc

2.24
5,129,213
Industrials

Glencore Funding LLC 0.01%

1.98
4,516,134
Corporate

Alphabet Inc Class A

1.92
4,381,618
Communication Services