Calamos Global Equity Fund Quote

CAGEX Fund  USD 15.69  0.21  1.32%   

Performance

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Odds Of Distress

Low

 
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Low
Calamos Global is trading at 15.69 as of the 21st of March 2025; that is 1.32% down since the beginning of the trading day. The fund's open price was 15.9. Calamos Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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

  0.7SROIX Calamos AntetokounmpoPairCorr
  0.7SROAX Innealta Capital SectorPairCorr
  0.71SROCX Calamos AntetokounmpoPairCorr
  0.7SRORX Calamos AntetokounmpoPairCorr
  0.96CVAIX Calamos OpportunisticPairCorr
  0.93CVACX Calamos OpportunisticPairCorr

Moving against Calamos Mutual Fund

  0.54CVSOX Calamos Market NeutralPairCorr
  0.51CVSIX Calamos Market NeutralPairCorr
  0.51CVSCX Calamos Market NeutralPairCorr

Calamos Mutual Fund Highlights

Fund ConcentrationCalamos Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Calamos (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Calamos Global Equity [CAGEX] is traded in USA and was established 21st of March 2025. 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 1.64%, while the total return for the last 3 years was 10.72%.
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

CYBRCyberArk SoftwareStockInformation Technology
ALCAlcon AGStockHealth Care
PWRQuanta ServicesStockIndustrials
ORCLOracleStockInformation Technology
NVONovo Nordisk ASStockHealth Care
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
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Calamos Global Equity Risk Profiles

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.
Theme Ratings
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Fundamental Analysis
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Transaction History
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