Calamos Global Growth Fund Quote
| CGCIX Fund | USD 13.83 0.01 0.07% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Calamos Global is trading at 13.83 as of the 23rd of November 2024; that is 0.07 percent decrease since the beginning of the trading day. The fund's open price was 13.84. Calamos Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Calamos Global Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment advisers opinion, the appropriate balance between risk and reward in terms of growth and income. More on Calamos Global Growth
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Growth Funds, World Allocation Funds, World Allocation, Calamos (View all Sectors) |
| Update Date | 30th of September 2024 |
Calamos Global Growth [CGCIX] is traded in USA and was established 23rd of November 2024. Calamos Global is listed under Calamos category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Calamos family. This fund currently has accumulated 209.06 M in assets under management (AUM) with minimum initial investment of 1000 K. Calamos Global Growth is currently producing year-to-date (YTD) return of 24.34% with the current yeild of 0.01%, while the total return for the last 3 years was 2.8%.
Check Calamos Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calamos Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calamos Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calamos Global Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calamos Global Growth Mutual Fund Constituents
| AIG | American International Group | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| ORCL | Oracle | Stock | Information Technology | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| MSFT | Microsoft | Stock | Information Technology |
Calamos Global Growth Risk Profiles
| Mean Deviation | 0.4595 | |||
| Semi Deviation | 0.5641 | |||
| Standard Deviation | 0.6262 | |||
| Variance | 0.3922 |
Calamos Global Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Global financial ratios help investors to determine whether Calamos Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Global security.
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