Calamos International Growth Fund Class A (CIGRX)

17.75
Net Asset Value
-0.06%
1 Day
+6.99%
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+4.41% 3 years+5.05%
3 months+2.52% 5 years+8.79%
1 year-1.57% Since inception+7.25%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+8.79%+6.13%
Expense ratio1.48%1.39%
Risk 5 year sharpe ratio0.590.51
Net assets$681.8M$3.9B
Average market cap$25.6B$30.5B
Average P/E20.718.7
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 stock92.14%
Fixed income2.74%
Cash2.73%
U.S. stock2.39%
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
-- 3.66%
-- 3.03%
-- 2.94%
-- 2.73%
-- 2.55%
-- 2.54%
-- 2.34%
-- 2.32%
-- 2.09%
-- 1.92%

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