Calamos International Growth Fund Class A (CIGRX)

16.74
Net Asset Value
-1.41%
1 Day
+0.90%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.48%
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+1.25% 3 years+5.20%
3 months+1.46% 5 years+8.34%
1 year-0.18% Since inception+7.22%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+8.34%+6.13%
Expense ratio1.48%1.40%
Risk 5 year sharpe ratio0.500.44
Net assets$684.4M$3.9B
Average market cap$27.0B$29.5B
Average P/E21.117.7
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 stock92.91%
U.S. stock3.55%
Fixed income2.52%
Cash1.02%
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
-- Pandora AS3.73%
-- Fanuc Corp3.24%
-- Constellation Software Inc2.66%
-- Naspers Ltd Class N2.53%
-- Anheuser-Busch Inbev SA2.48%
-- MediaTek Inc2.43%
-- Tencent Holdings Ltd2.41%
-- Toyota Motor Corp2.13%
-- Safran SA2.03%
-- Sanofi1.96%

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