Calamos Global Growth Fund Quote

CVLOX Fund  USD 12.25  0.07  0.57%   

Performance

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Odds Of Distress

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Calamos Global is trading at 12.25 as of the 27th of February 2025; that is 0.57% up since the beginning of the trading day. The fund's open price was 12.18. Calamos Global has about a 22 % 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
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 advisers opinion, the appropriate balance between risk and reward in terms of growth and income. More on Calamos Global Growth

Moving together with Calamos Mutual Fund

  0.61SROIX Calamos AntetokounmpoPairCorr
  0.61SROAX Innealta Capital SectorPairCorr
  0.65SROCX Calamos AntetokounmpoPairCorr
  0.61SRORX Calamos AntetokounmpoPairCorr
  0.98CVAIX Calamos OpportunisticPairCorr
  0.99CVACX Calamos OpportunisticPairCorr

Moving against Calamos Mutual Fund

  0.59CVSIX Calamos Market NeutralPairCorr

Calamos Mutual Fund Highlights

Fund ConcentrationCalamos Funds, Large Growth Funds, World Allocation Funds, World Allocation, Calamos, Large Growth, World Allocation (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Calamos Global Growth [CVLOX] is traded in USA and was established 27th of February 2025. Calamos Global is listed under Calamos category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Calamos family. This fund currently has accumulated 226.86 M in assets under management (AUM) with no minimum investment requirementsCalamos Global Growth is currently producing year-to-date (YTD) return of 2.56% with the current yeild of 0.01%, while the total return for the last 3 years was 6.71%.
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 Growth 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 Growth Mutual Fund Constituents

NSRGFNestle SAPink SheetPackaged Foods
AAPLApple IncStockInformation Technology
WFCWells FargoStockFinancials
TCTZFTencent HoldingsPink SheetInternet Content & Information
PWRQuanta ServicesStockIndustrials
ORCLOracleStockInformation Technology
NVONovo Nordisk ASStockHealth Care
MSFTMicrosoftStockInformation Technology
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Calamos Global Growth 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.
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