CVLOX : Calamos Global Growth & Income Fund Class A

CVLOX is a Allocation Market Total World with HIGH fees.

CVLOX

Calamos Global Growth & Income Fund Class A

FI Score

28 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

28% FI Score
  • cvlox
  • Mutual Fund
  • Allocation
  • Total World

Calamos Global Growth & Income Fund Class A

Expenses: 1.49% (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 high long-term total return through capital appreciation and current income. The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.

Largest Holdings

Amount Holding
4.27% The Walt Disney Co
3.48% Tencent Holdings Ltd
2.88% CSL Ltd
2.62% Alcon Inc
2.21% Taiwan Semiconductor Manufacturing Co Ltd
2.20% Keyence Corp
2.19% Microsoft Corp
2.07% Lululemon Athletica Inc
2.01% SEA LTD 1%
1.97% Alibaba Group Holding Ltd ADR
1.92% Danaher Corp PRF CONVERT 15/04/2022 USD - Ser A
1.80% Amazon.com Inc
1.79% Alphabet Inc A
1.72% Bank of America Corp
1.71% Square Inc 0.5%
1.65% ASML Holding NV ADR
1.55% Broadcom Inc 8% PRF CONVERT 30/09/2022 USD 1000 Ser A
1.54% Apple Inc
1.52% JPMorgan Chase & Co
1.50% Xero Investments Limited 2.375%
1.48% Fanuc Corp
1.46% Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-
1.45% Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A-
1.45% Coca-Cola Co
1.43% Sika AG 3.75%

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