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Fund Intelligence | Best Managers | CVLDX Insights | CVLDX Score | CVLDX Performance | CVLDX Manager | CVLDX News | CVLDX Allocation | CVLDX Holdings Change

Mutual Fund Insights: Calamos Global Growth & Income B Fund (CVLDX)

In-depth Analysis of Calamos Global Growth & Income B Fund (CVLDX)

Mutual fund chart: Calamos Global Growth & Income B Fund (CVLDX)

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See Calamos Global Growth & Income B Fund (CVLDX) performance details as of February 28, 2010

  

    Last Trade: $10.00 on 3/19/2010, Change: -0.03 (-0.3%)

  

Fund Manager - Steve E. Klouda

Fund Manager Tenure: 3.1 years   [Similar Funds: CVLCX  CVLOX  CVLRX ]
Fundmojo Fund Grade: A (Score: 0.74)     (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 Growth & Income B Fund (CVLDX) What we like about Calamos Global Growth & Income B Fund (CVLDX)

Data for Calamos Global Growth & Income B Fund (CVLDX) as of February 28, 2010

  • Calamos Global Growth & Income B Fund (CVLDX) management has been with Calamos Global Growth & Income B Fund for 3.1 years
  • Calamos Global Growth & Income B Fund (CVLDX) has good Long-term performance (5-year return 5.14% vs 2.24 % World Stock category average)
  • Calamos Global Growth & Income B Fund (CVLDX) has a Morningstar rating of 4 and above
  • Calamos Global Growth & Income B Fund (CVLDX) has an annual stock turnover rate of 97.30% vs World Stock average of 107.12%. It is good that Calamos Global Growth & Income B management does not trade extensively for its return.
  • Calamos Global Growth & Income B Fund (CVLDX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.93, lower than category average of 23.02

  

What we are cautious about Calamos Global Growth & Income B Fund (CVLDX) What we are cautious about Calamos Global Growth & Income B Fund (CVLDX)

Data for Calamos Global Growth & Income B Fund (CVLDX) as of February 28, 2010

  • Calamos Global Growth & Income B Fund (CVLDX) has a less-than-ideal short-term performance (1-year return 40.58% vs 55.76 % World Stock category average)
  • Calamos Global Growth & Income B Fund (CVLDX) has a less-than-ideal mid-term performance (3-year return -1.57% vs -5.50 % World Stock category average)
  • Calamos Global Growth & Income B Fund (CVLDX) ratio of up-years vs down years can be improved
  • Calamos Global Growth & Income B Fund (CVLDX) has a higher management fee of 2.19% than its World Stock average of 1.53%
  • Calamos Global Growth & Income B Fund (CVLDX) carries a 5% load
See Calamos Global Growth & Income B Fund (CVLDX) performance details as of February 28, 2010

  

  

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Calamos Global Growth & Income B Fund (CVLDX) Net Asset

Track net asset change of Calamos Global Growth & Income B fund (CVLDX)

DateNet Asset
02/2010$898.65M
01/2010$50.93M
11/2009$50.52M
More historic net asset information on Calamos Global Growth & Income B Fund (CVLDX)

  

Calamos Global Growth & Income B Fund (CVLDX) Portfolio Allocation

Track portfolio allocation change of Calamos Global Growth & Income B fund (CVLDX)

DateCashStockBondOther
09/20090%47.9%4.68%47.41%
07/20090.99%51.25%2.43%45.33%
06/20090.1%50.3%3.11%46.49%
Click here to see more historic asset allocation information on Calamos Global Growth & Income B Fund (CVLDX)

  

Most Recent Top 10 Holdings in Calamos Global Growth & Income B Fund (CVLDX)

Discover what Calamos Global Growth & Income B Fund (CVLDX) manager is buying

30-Sep-09
ANGLOGOLD ASHANTI LT [3.94%]
ALCON INC [3.77%]
Swatch Grp of Switzerland (The) [3.39%]
Emc 144A 1.75% [3.19%]
Archer Daniels Midland Pfd [2.02%]
Symantec Cv 0.75% [1.96%]
eBay Inc. [1.77%]
Vale Cap Pfd [1.76%]
Suncor Engy [1.74%]
Cap Gemini Cv 1% [1.69%]

31-Jul-09
ALCON INC [3.49%]
Emc 144A 1.75% [3.45%]
Nokia Corporation [3.31%]
ANGLOGOLD ASHANTI LT [3.28%]
Nintendo [2.87%]
SWATCH GROUP ORD [2.71%]
Symantec Cv 0.75% [2.39%]
ADIDAS-SALOMON INTL FINANCE BV [2.06%]
Archer Daniels Midland Pfd [2.04%]
Dell Inc. [1.76%]

30-Jun-09
ALCON INC [3.49%]
Emc 144A 1.75% [3.45%]
Nokia Corporation [3.31%]
ANGLOGOLD ASHANTI LT [3.28%]
Nintendo [2.87%]
SWATCH GROUP ORD [2.71%]
Symantec Cv 0.75% [2.39%]
ADIDAS-SALOMON INTL FINANCE BV [2.06%]
Archer Daniels Midland Pfd [2.04%]
Dell Inc. [1.76%]
Click here for Stock Holding Change Map in Calamos Global Growth & Income B Fund (CVLDX)

  

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