Calamos International Growth Fund Class A (CIGRX)

21.19
Net Asset Value
+0.57%
1 Day
-0.98%
Year-to-Date
Overall Morningstar Rating
Foreign large growth
Style or Category
4.75
Sales Expenses
1.46%
Expense Ratio
Above 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's portfolio may include securities of well-established companies with large market capitalizations as well as 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-1.76% 3 years+6.19%
3 months-1.03% 5 years+8.06%
1 year+15.86% Since inception+7.64%
Data through --

Peer Comparisonvs. Foreign large growth

 CIGRXCategory
Performance 5-yr return+8.06%+7.62%
Expense ratio1.46%1.18%
Risk 5 year sharpe ratio0.580.64
Net assets$307.9M$3.9B
Average market cap$38.6B$35.1B
Average P/E22.616.9
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyCalamos
Fund manager & tenureJohn Calamos / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

International stock88.06%
U.S. stock5.43%
Fixed income3.85%
Cash2.66%
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
BABA Alibaba Group Holding Ltd3.74%
-- 3.13%
-- 3.02%
-- 2.97%
-- 2.80%
-- 2.57%
-- 2.52%
-- 2.44%
-- 2.36%
-- 2.15%