About CCGEX
Calamos Global Equity Fund Class C is a diversified mutual fund focused on achieving long-term capital growth by investing in equity securities of companies around the world. The fund typically holds a globally balanced portfolio, allocating at least 80% of its net assets to equities, including convertible securities that can be exchanged for stocks. It targets firms exhibiting robust growth characteristics, such as expanding profit margins and high returns on invested capital, and strives to capture growth opportunities across different countries, market capitalizations, and sectors. The fund’s portfolio is notably concentrated in leading technology, healthcare, consumer cyclical, energy, and communication services companies, reflecting secular trends like rising demand for information and entertainment. Additionally, environmental, social, and governance (ESG) factors are considered in its investment process. Calamos Global Equity Fund Class C can serve as a growth-oriented component within a broader global equity allocation, potentially complementing or replacing value or blended investment styles. It is recognized for its emphasis on risk management and aims to deliver a balanced approach to global growth investing, though it does carry risks associated with market volatility, foreign securities, and sector concentration.
Fund Family Calamos
Category Global Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CCGEX
Share Class Class C
Index MSCI World TR USD
CCGEX had a total return of 10.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.40%.
