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Calamos Global Equity C (CCGEX)

13.10
-0.15
(-1.13%)
At close: 8:00:39 PM EDT
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  • Previous Close 13.25
  • YTD Return -3.45%
  • Expense Ratio 2.15%
  • Category World Large-Stock Growth
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 128.39M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend 0.30
  • Inception Date Mar 1, 2007

The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.

Calamos

Fund Family

World Large-Stock Growth

Fund Category

128.39M

Net Assets

2007-03-01

Inception Date

More about Calamos Global Equity C

Performance Overview: CCGEX

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Trailing returns as of 5/21/2025. Category is World Large-Stock Growth.

YTD Return

CCGEX
3.45%
Category
9.95%
 

1-Year Return

CCGEX
8.33%
Category
40.81%
 

3-Year Return

CCGEX
11.40%
Category
19.17%
 

5-Year Return

CCGEX
14.26%
Category
18.49%
 

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CAGEX Calamos Global Equity A
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CHCCX AB Discovery Growth C
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ABRCX Invesco Balanced-Risk Allocation C
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CVLCX Calamos Global Opportunities C
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LOMAX Edgar Lomax Value
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RDCLX Columbia Limited Duration Credit C
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CTRCX Calamos Total Return Bond C
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CIISX Causeway International Small Cap Instl
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CCAOX Columbia Strat CA Muncpl Inc C
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CVACX Calamos Select Fund C
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Holdings: CCGEX

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Sector Weightings

SectorCCGEX
Technology   28.73%
Communication Services   13.76%
Consumer Cyclical   13.69%
Financial Services   13.69%
Industrials   13.31%
Healthcare   7.41%
Consumer Defensive   4.09%
Basic Materials   2.84%
Energy   2.48%
Real Estate   0.00%
Utilities   0.00%
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Recent News: CCGEX

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Research Reports: CCGEX

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