Calamos International Growth Fund Class A (CIGRX)

19.85
Net Asset Value
-0.40%
1 Day
-0.55%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.48%
Expense Ratio
Below 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-1.34% 3 years+7.25%
3 months-2.41% 5 years+9.07%
1 year+4.41% Since inception+8.33%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+9.07%+12.14%
Expense ratio1.48%1.43%
Risk 5 year sharpe ratio0.780.63
Net assets$820.3M$2.3B
Average market cap$20.1B$31.4B
Average P/E20.517.9
Portfolio turnover73%73%

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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 stock92.74%
Cash3.79%
U.S. stock3.47%
Fixed income0.00%
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 AS3.38%
-- Fanuc Corp2.96%
-- Constellation Software Inc2.80%
-- Naspers Ltd Class N2.46%
-- Credit Suisse Group2.35%
-- MediaTek Inc2.24%
-- Tencent Holdings Ltd.2.18%
-- Novo Nordisk A/S2.07%
-- Anheuser-Busch Inbev SA2.03%
-- Taiwan Semiconductor Manufacturing Co Ltd2.01%

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