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Calamos Global Equity A (CAGEX) Fund Ranking and Research

Ranking, Research and Recommendation of Calamos Global Equity A (CAGEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Calamos Global Equity A Fund (CAGEX) ManagerFund Manager - John Calamos

Fund Manager Information

Fund Manager Tenure: 13.0 years
Fund Family: Calamos
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Calamos Global Equity A Fund (CAGEX) ProfileCalamos Global Equity A Fund (CAGEX) Profile

Fund Profile and Description

Calamos Global Equity A Fund seeks long-term capital growth. Calamos Global Equity A Fund normally invests at least 80% of assets in equity securities, including convertible securities. The portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests in a globally diversified manner, with at least 40% of assets in securities of foreign issuers and may invest in securities of issuers in emerging markets to a significant extent.

 

Calamos Global Equity A (CAGEX) Fund Strength What we like about Calamos Global Equity A (CAGEX) Fund

Data for Calamos Global Equity A Fund (CAGEX) as of May 30, 2016

  • Calamos Global Equity A Fund (CAGEX) management has been with Calamos Global Equity A Fund for 13.0 years
  • Calamos Global Equity A Fund (CAGEX) has good short-term performance (1-year return -4.68% vs -5.49% World Stock category median performance)
  • Calamos Global Equity A Fund (CAGEX) has good mid-term performance (3-year return 6.25% vs 5.54% World Stock category median performance)
  • Calamos Global Equity A Fund (CAGEX) ratio of up-years vs down years is greater than 2
  • Calamos Global Equity A Fund (CAGEX) has an annual stock turnover rate of 43.00% vs World Stock average of 47.65%. It is good that Calamos Global Equity A management does not trade extensively for its return.

Calamos Global Equity A Fund (CAGEX) Weakness What we are cautious about Calamos Global Equity A (CAGEX) Fund

Data for Calamos Global Equity A Fund (CAGEX) as of May 30, 2016

  • Calamos Global Equity A Fund (CAGEX) has a less-than-ideal Long-term performance (5-year return 4.48% vs 5.54% World Stock category median performance)
  • Calamos Global Equity A Fund (CAGEX) has a Morningstar rating of 3 and below
  • Calamos Global Equity A Fund (CAGEX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.47 that is higher than category average of 12.23
  • Calamos Global Equity A Fund (CAGEX) has a higher expense ratio of 1.34% than its World Stock average of 1.28%
  • Calamos Global Equity A Fund (CAGEX) carries a 4.75% load
See Calamos Global Equity A Fund (CAGEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Calamos Global Equity A Fund (CAGEX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Calamos Global Equity A-2.36-4.686.254.48
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Calamos Global Equity A Fund (CAGEX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Calamos Global Equity A Fund (CAGEX) Net Asset TrackingCalamos Global Equity A (CAGEX) Fund Net Asset

Track net asset change of Calamos Global Equity A fund (CAGEX)

DateNet Asset
05/2016$148.36M
03/2016$151.06M
02/2016$150.73M
More historic net asset information on Calamos Global Equity A Fund (CAGEX)

  

Graph of Calamos Global Equity A Fund (CAGEX) Portfolio TrackingCalamos Global Equity A (CAGEX) Fund Portfolio Allocation

Track portfolio allocation change of Calamos Global Equity A fund (CAGEX)

DateCashStockBondOther
04/20162.75%97.25%0%0%
02/20165.21%94.79%0%0%
12/20153.56%96.43%0%0.01%
Click here to see more historic asset allocation information on Calamos Global Equity A Fund (CAGEX)

 

graph of Calamos Global Equity A Fund (CAGEX) Top 10 Position TrackingTop 10 Holdings in Calamos Global Equity A (CAGEX) Fund

Discover what Calamos Global Equity A Fund (CAGEX) manager is buying

Apr 29, 2016
Alphabet Inc. [4.57%]
Apple Inc. [3.84%]
The Priceline Group Inc. [2.85%]
ANHEUSER-BUSCH INBEV [2.62%]
Facebook, Inc. [2.36%]
TENCENT HOLDINGS LTD [2.31%]
Naspers Ltd Class N [2.11%]
Baidu, Inc. [2.02%]
PANDORA A/S [1.96%]

Feb 28, 2016
Alphabet Inc. [4.53%]
Apple Inc. [3.59%]
The Priceline Group Inc. [2.94%]
ANHEUSER-BUSCH INBEV [2.49%]
Facebook, Inc. [2.33%]
TENCENT HOLDINGS LTD [2.18%]
Mastercard Incorporated Common [2.01%]
Cerner Corporation [2%]
PANDORA A/S [1.99%]
Baidu, Inc. [1.93%]

Dec 30, 2015
Alphabet Inc. [4.37%]
Apple Inc. [3.48%]
PANDORA A/S [2.37%]
Cerner Corporation [2.1%]
TENCENT HOLDINGS LTD [2.08%]
Facebook, Inc. [2.03%]
The Priceline Group Inc. [2.01%]
Mastercard Incorporated Common [2%]
Naspers Ltd Class N [1.94%]
LinkedIn Corporation Class A Co [1.93%]
Click here for Stock Holding Change Map in Calamos Global Equity A Fund (CAGEX)

  

Latest News on Calamos Global Equity A (CAGEX) Fund

See what is happening with Calamos Global Equity A Fund (CAGEX)

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Calamos Global Equity A Fund (CAGEX) Related ResourcesSee more information on Calamos Global Equity A (CAGEX) Fund

Popular pages on Calamos Global Equity A (CAGEX) Fund

  

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