Calamos International Growth Fund Class A (CIGRX)

17.67
Net Asset Value
-0.73%
1 Day
+6.51%
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-0.78% 3 years+8.08%
3 months-1.66% 5 years+8.51%
1 year-3.98% Since inception+7.90%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+8.51%+9.85%
Expense ratio1.39%1.36%
Risk 5 year sharpe ratio0.700.68
Net assets$687.6M$4.0B
Average market cap$30.6B$31.6B
Average P/E22.719.9
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 stock92.83%
Fixed income2.46%
U.S. stock2.36%
Cash2.34%
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
-- 2.98%
-- 2.89%
-- 2.46%
-- 2.44%
-- 2.23%
-- 2.14%
-- 2.11%
-- 2.07%
-- 2.04%
-- 1.95%

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