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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 12.06  /  +0.33 %
  • Total Assets 245.3 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 0.59%
  • Turnover 81%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.18 17.3 Mil
Technology

Microsoft Corp

4.32 10.4 Mil
Technology

Novo Nordisk A/S ADR

3.80 9.2 Mil
Healthcare

Eli Lilly and Co

3.70 8.9 Mil
Healthcare

MakeMyTrip Ltd. 0.01%

2.88 7.0 Mil
Corporate

Usd

2.81 6.8 Mil
Cash and Equivalents

Eni SpA 2.95%

2.54 6.1 Mil
Corporate

Taiwan Semiconductor Manufacturing Co Ltd

2.50 6.0 Mil
Technology

Post Holdings Inc. 2.5%

2.36 5.7 Mil
Corporate

Uber Technologies Inc 0.875%

2.14 5.2 Mil
Corporate