Calamos International Growth Fund Class A (CIGRX)

18.12
Net Asset Value
-1.36%
1 Day
+9.22%
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+2.90% 3 years+5.84%
3 months+9.03% 5 years+7.60%
1 year+1.89% Since inception+7.76%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+7.60%+6.79%
Expense ratio1.39%1.38%
Risk 5 year sharpe ratio0.550.48
Net assets$677.0M$4.0B
Average market cap$30.0B$30.5B
Average P/E22.919.7
Portfolio turnover82%82%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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 stock89.56%
Cash4.25%
Fixed income3.91%
U.S. stock2.29%
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
-- 3.53%
-- 2.86%
-- 2.55%
-- 2.34%
-- 2.11%
-- 2.08%
-- 1.98%
-- 1.97%
-- 1.96%
-- 1.74%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers