Calamos International Growth Fund Class A (CIGRX)

17.75
Net Asset Value
-0.95%
1 Day
+6.99%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.39%
Expense Ratio
Low
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 may invest in securities of well-established companies with large market capitalizations as well as in 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+1.07% 3 years+5.41%
3 months+7.05% 5 years+7.69%
1 year+1.89% Since inception+7.83%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+7.69%+6.13%
Expense ratio1.39%1.39%
Risk 5 year sharpe ratio0.640.57
Net assets$694.2M$4.0B
Average market cap$27.9B$32.0B
Average P/E21.219.4
Portfolio turnover82%82%

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Fund Management and Purchase Info

Fund familyCalamos
Fund manager & tenureJohn Calamos / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

International stock92.25%
Fixed income3.00%
Cash2.56%
U.S. stock2.19%
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
-- 3.22%
-- 2.76%
-- 2.72%
-- 2.57%
-- 2.54%
-- 2.40%
-- 2.25%
-- 1.98%
-- 1.78%
-- 1.72%

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