Mutual Fund Insights: Calamos Global Equity I Fund (CIGEX)

In-depth Analysis of Calamos Global Equity I Fund (CIGEX)

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See Calamos Global Equity I Fund (CIGEX) performance details as of January 31, 2010

  

Last Trade: $10.32 on 3/17/2010, Change: +0.07 (0.68%)

  

Fund Manager - John P. Calamos, Sr.

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos? investment career spans 30 years. Known as a pioneer in risk management, he is the author of two books.  Get more insights on John P. Calamos, Sr.

  

 What we like about Calamos Global Equity I Fund (CIGEX)

Data for Calamos Global Equity I Fund (CIGEX) as of January 31, 2010

• Calamos Global Equity I Fund (CIGEX) management has been with Calamos Global Equity I Fund for 3.0 years
• Calamos Global Equity I Fund (CIGEX) has good short-term performance (1-year return 52.87% vs 40.69% World Stock category average)
• Calamos Global Equity I Fund (CIGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Calamos Global Equity I Fund (CIGEX)

Data for Calamos Global Equity I Fund (CIGEX) as of January 31, 2010

• Calamos Global Equity I 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 I Fund (CIGEX) ratio of up-years vs down years can be improved
• Calamos Global Equity I Fund (CIGEX) is less safe compared to its World Stock peers
• Calamos Global Equity I Fund (CIGEX) has an annual stock turnover rate of 101.60% that is higher than the World Stock average of 93.35%. This could mean Calamos Global Equity I is more nimble, but also signal potential high tax impact and high trading fees
• Calamos Global Equity I Fund (CIGEX) has a higher management fee of 1.57% than its World Stock average of 1.53%

See Calamos Global Equity I Fund (CIGEX) performance details as of January 31, 2010

  

  

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Calamos Global Equity I Fund (CIGEX) Net Asset

Track net asset change of Calamos Global Equity I fund (CIGEX)

Date	Net Asset
01/2010	$5.21M
11/2009	$4.72M
10/2009	$4.56M

More historic net asset information on Calamos Global Equity I Fund (CIGEX)

  

Calamos Global Equity I Fund (CIGEX) Portfolio Allocation

Track portfolio allocation change of Calamos Global Equity I fund (CIGEX)

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 I Fund (CIGEX)

  

Most Recent Top 10 Holdings in Calamos Global Equity I Fund (CIGEX)

Discover what Calamos Global Equity I Fund (CIGEX) 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 I Fund (CIGEX)

  

Related books and products to Calamos Global Equity I Fund (CIGEX)

  

Latest News on Calamos Global Equity I (CIGEX)

See what is happening with Calamos Global Equity I Fund (CIGEX)

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Books and Resources

 

 

See more information on Calamos Global Equity I Fund (CIGEX)

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