Morningstar

Calamos International Growth R6 CIGOX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 24.44  /  +0.70 %
  • Total Assets 252.0 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.31%
  • Turnover 131%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:45 PM GMT+0

Morningstar’s Analysis CIGOX

Will CIGOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIGOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIGOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIGOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Calamos International Growth R6's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CIGOX

More CIGOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hitachi Ltd

4.47 11.3 Mil
Industrials

ASML Holding NV

4.19 10.5 Mil
Technology

Novo Nordisk AS Class B

4.15 10.4 Mil
Healthcare

Rolls-Royce Holdings PLC

3.71 9.3 Mil
Industrials

Usd

3.44 8.7 Mil
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

3.35 8.4 Mil
Technology

SAP SE

3.01 7.6 Mil
Technology

MakeMyTrip Ltd

2.69 6.8 Mil
Consumer Cyclical

Icon PLC

2.60 6.5 Mil
Healthcare

Spotify Technology SA

2.56 6.5 Mil
Communication Services

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