CAGEX : Calamos Global Equity Fund Class A

CAGEX is a Allocation Market Total World with HIGH fees.

CAGEX

Calamos Global Equity Fund Class A

FI Score

25 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

25% FI Score
  • cagex
  • Mutual Fund
  • Allocation
  • Total World

Calamos Global Equity Fund Class A

Expenses: 1.40% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.

Largest Holdings

Amount Holding
5.54% Amazon.com Inc
4.36% Tencent Holdings Ltd
3.52% The Walt Disney Co
3.39% Alcon Inc
3.38% Microsoft Corp
3.31% Alibaba Group Holding Ltd ADR
3.08% Alphabet Inc A
2.99% Lululemon Athletica Inc
2.88% CSL Ltd
2.62% Keyence Corp
2.30% ASML Holding NV ADR
2.26% Mastercard Inc A
2.05% Lonza Group Ltd
1.78% Taiwan Semiconductor Manufacturing Co Ltd ADR
1.70% Adyen NV
1.67% HDFC Bank Ltd
1.60% Novo Nordisk A/S ADR
1.53% Sea Ltd ADR
1.50% Apple Inc
1.46% Coupa Software Inc
1.42% Hoya Corp
1.42% Ping An Insurance (Group) Co. of China Ltd Class H
1.42% London Stock Exchange Group PLC
1.31% Accenture PLC Class A
1.30% Intuitive Surgical Inc

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