Calamos International Growth Fund Class A (CIGRX)

21.38
Net Asset Value
-0.83%
1 Day
-0.09%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.46%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. The fund normally invests at least 40% of its assets in securities of foreign issuers. It may invest in securities of issuers in emerging markets to a significant extent. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small- unseasoned companies. Its investment adviser generally defines a large cap company to have a market capitalization in excess of $25 billion and a mid-sized company to have a market capitalization greater than $1 billion- up to $25 billion.

Performance

1 month-2.37% 3 years+7.01%
3 months-6.06% 5 years+7.45%
1 year+27.35% Since inception+7.79%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+7.45%+7.62%
Expense ratio1.46%1.20%
Risk 5 year sharpe ratio0.580.66
Net assets$348.6M$4.1B
Average market cap$42.1B$34.6B
Average P/E24.217.1
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyCalamos
Fund manager & tenureJohn Calamos / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

International stock91.91%
U.S. stock3.35%
Fixed income3.08%
Cash1.66%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 22.87%
Hardware 12.23%
Energy 8.84%
Healthcare 8.81%
Consumer goods 8.71%
Top 10 Holdings
Portfolio weighting
BABA Alibaba Group Holding Ltd3.87%
-- 3.25%
-- 3.12%
-- 3.02%
-- 3.02%
-- 2.86%
-- 2.37%
-- 2.05%
-- 1.93%
-- 1.90%