Mutual Fund Insights: Calamos Global Equity A Fund (CAGEX)

In-depth Analysis of Calamos Global Equity A Fund (CAGEX)

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See Calamos Global Equity A Fund (CAGEX) performance details as of February 28, 2010

  

Last Trade: $10.22 on 3/19/2010, Change: -0.05 (-0.49%)

  

Fund Manager - Steve E. Klouda

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Steve E. Klouda is a senior member of the investment team with portfolio management and research responsibilities. Steve E. Klouda is directly involved in the fundamental analysis of companies, while investigating investment opportunities consistent with the firm’s long-term philosophy and process. In line with Calamos’ integrated investment team structure, Steve E. Klouda works within a senior team of professionals and is an asset class generalist with sector responsibilities across all of Calamos’ strategies.  Get more insights on Steve E. Klouda

  

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

Data for Calamos Global Equity A Fund (CAGEX) as of February 28, 2010

• Calamos Global Equity A Fund (CAGEX) management has been with Calamos Global Equity A Fund for 3.1 years
• Calamos Global Equity A Fund (CAGEX) has good short-term performance (1-year return 69.37% vs 55.76 % World Stock category average)
• Calamos Global Equity A Fund (CAGEX) has an annual stock turnover rate of 101.60% vs World Stock average of 107.12%. It is good that Calamos Global Equity A management does not trade extensively for its return.

  

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

Data for Calamos Global Equity A Fund (CAGEX) as of February 28, 2010

• Calamos Global Equity A Fund is a focused fund with 33.32% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Calamos Global Equity A Fund (CAGEX) ratio of up-years vs down years can be improved
• Calamos Global Equity A Fund (CAGEX) is less safe compared to its World Stock peers
• Calamos Global Equity A Fund (CAGEX) has a higher management fee of 1.95% than its World Stock average of 1.53%
• Calamos Global Equity A Fund (CAGEX) carries a 4.75% load

See Calamos Global Equity A Fund (CAGEX) performance details as of February 28, 2010

  

  

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Calamos Global Equity A Fund (CAGEX) Net Asset

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

Date	Net Asset
02/2010	$36.58M
01/2010	$25.10M
11/2009	$20.96M

More historic net asset information on Calamos Global Equity A Fund (CAGEX)

  

Calamos Global Equity A Fund (CAGEX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	1.8%	97.07%	0%	1.13%
07/2009	1.48%	98.51%	0%	0%
06/2009	0.11%	97.96%	0%	1.93%

Click here to see more historic asset allocation information on Calamos Global Equity A Fund (CAGEX)

  

Most Recent Top 10 Holdings in Calamos Global Equity A Fund (CAGEX)

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

30-Sep-09 ANGLOGOLD ASHANTI LT [4.67%] Apple Inc. [4.42%] Google Inc. [4.13%] ALCON INC [3.22%] Amazon.com, Inc. [2.92%] Swatch Grp of Switzerland (The) [2.71%] Baidu, Inc. [2.56%] eBay Inc. [2.29%] Standard Parking Corporation [2.28%] Infosys Technologies Limited [2.24%]

31-Jul-09 Apple Inc. [4.87%] Google Inc. [4.11%] ANGLOGOLD ASHANTI LT [3.91%] ALCON INC [3.3%] Nintendo [3.03%] Amazon.com, Inc. [2.98%] Baidu, Inc. [2.54%] SWATCH GROUP ORD [2.46%] Standard Parking Corporation [2.44%] SUNCOR ENERGY INC [2.25%]

30-Jun-09 Apple Inc. [4.42%] Google Inc. [3.99%] ANGLOGOLD ASHANTI LT [3.92%] Nintendo [3.24%] ALCON INC [3.12%] Amazon.com, Inc. [3.03%] Nokia Corporation [2.52%] Baidu.com, Inc. [2.28%] SWATCH GROUP ORD [2.26%] Standard Parking Corporation [2.01%]

Click here for Stock Holding Change Map in Calamos Global Equity A Fund (CAGEX)

  

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See more information on Calamos Global Equity A Fund (CAGEX)

• Calamos Global Equity A Fund Insights
• Calamos Global Equity A Fund Performance Data
• Calamos Global Equity A Fund News
• Calamos Global Equity A Fund Score Explaination
• Calamos Global Equity A Fund Manager Information
• Historic Calamos Global Equity A Fund Asset Allocation Report
• Historic Calamos Global Equity A Fund Top 10 Holding Tracking
• Historic Calamos Global Equity A Fund Asset Under Management Tracking