Morningstar

Calamos Global Convertible Fund Class I CXGCX

Medalist Rating as of Apr 27, 2026 See Calamos Investment Hub

Strategy

The investment seeks total return through capital appreciation and current income. The fund invests mainly in a globally-diversified portfolio of convertible securities (including synthetic convertible instruments) issued by both U.S. and foreign companies without regard to market capitalization. Under normal circumstances, it invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in convertible securities, including synthetic convertible securities. The fund may invest up to 20% of its net assets in equity securities or securities with economic characteristics similar to stock or the equity markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CXGCX	Calamos Global Convertible Fund Class I	Institutional	Open			Dec 31, 2014	$176.03M	1.080%	High	$1M	$8.23M
CAGCX	Calamos Global Convertible Fund Class A	Front Load	Open			Dec 31, 2014	$8.60M	1.330%	High	$2,500	−$516,031.52
CCGCX	Calamos Global Convertible Fund Class C	Level Load	Open			Dec 31, 2014	$1.84M	2.080%	High	$2,500	−$726,190.67

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