Calamos Global Equity Fund Quote
| CAGEX Fund | USD 18.59 0.18 0.98% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Calamos Global is trading at 18.59 as of the 1st of December 2024; that is 0.98% up since the beginning of the trading day. The fund's open price was 18.41. Calamos Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Calamos Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80 percent of its net assets in equity securities, including convertible securities convertible into equity securities. The funds portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. More on Calamos Global Equity
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Calamos (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Global Equity [CAGEX] is traded in USA and was established 1st of December 2024. Calamos Global is listed under Calamos category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Calamos family. This fund currently has accumulated 81.78 M in assets under management (AUM) with no minimum investment requirementsCalamos Global Equity is currently producing year-to-date (YTD) return of 32.49%, while the total return for the last 3 years was 5.43%.
Check Calamos Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Global Equity Mutual Fund Constituents
| CYBR | CyberArk Software | Stock | Information Technology | |
| ALC | Alcon AG | Stock | Health Care | |
| PWR | Quanta Services | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Calamos Global Equity Risk Profiles
| Mean Deviation | 0.6457 | |||
| Semi Deviation | 0.8422 | |||
| Standard Deviation | 0.92 | |||
| Variance | 0.8464 |
Calamos Global Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Global financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Global security.
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