Calamos Evolving World Fund Quote
| CNWGX Fund | USD 19.31 0.20 1.03% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Calamos Evolving is trading at 19.31 as of the 27th of November 2024; that is 1.03% down since the beginning of the trading day. The fund's open price was 19.51. Calamos Evolving has about a 23 % 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 Evolving World are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 40 percent of its assets in securities of foreign issuers. The advisor intends to invest at least 35 percent of its assets in equity, convertible or debt securities of issuers that are incorporated in emerging market countries. More on Calamos Evolving World
Moving together with Calamos Mutual Fund
Calamos Mutual Fund Highlights
| Fund Concentration | Calamos Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Calamos (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Calamos Evolving World [CNWGX] is traded in USA and was established 27th of November 2024. Calamos Evolving is listed under Calamos category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calamos family. This fund currently has accumulated 457.76 M in assets under management (AUM) with minimum initial investment of 2.5 K. Calamos Evolving World is currently producing year-to-date (YTD) return of 17.46% with the current yeild of 0.0%, while the total return for the last 3 years was -3.03%.
Check Calamos Evolving 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 Evolving World 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 Evolving World Mutual Fund Constituents
| BBCA | JPMorgan BetaBuilders Canada | Etf | Miscellaneous Region | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Calamos Evolving World Risk Profiles
| Mean Deviation | 0.7509 | |||
| Semi Deviation | 0.883 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 |
Calamos Evolving Against Markets
Other Information on Investing in Calamos Mutual Fund
Calamos Evolving 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 Evolving security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |