Calamos International Growth Fund Class A (CIGRX)

18.24
Net Asset Value
-1.35%
1 Day
+9.95%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.39%
Expense Ratio
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 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+0.27% 3 years+9.73%
3 months+5.06% 5 years+9.87%
1 year+4.49% Since inception+7.97%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+9.87%+6.79%
Expense ratio1.39%1.37%
Risk 5 year sharpe ratio0.590.55
Net assets$688.4M$4.1B
Average market cap$29.4B$31.7B
Average P/E23.620.4
Portfolio turnover82%82%

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Fund Management and Purchase Info

Fund familyCalamos
Fund manager & tenureJohn Calamos / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

International stock91.90%
Cash3.85%
U.S. stock2.27%
Fixed income1.98%
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
-- 3.62%
-- 2.94%
-- 2.53%
-- 2.39%
-- 2.14%
-- 2.11%
-- 2.09%
-- 2.06%
-- 1.77%
-- 1.67%

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