Morningstar

Calamos Evolving World Growth A CNWGX

Morningstar Medalist Rating
Medalist Rating as of | See Calamos Investment Hub
  • NAV / 1-Day Return 20.70  /  +1.42 %
  • Total Assets 411.2 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.24%
  • Turnover 137%

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

Morningstar’s Analysis CNWGX

Will CNWGX 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 CNWGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CNWGX 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 CNWGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CNWGX

More CNWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.55 41.6 Mil
Technology

Macrotech Developers Ltd

3.22 12.7 Mil
Real Estate

MakeMyTrip Ltd. 0.01%

3.22 12.7 Mil
Corporate

Kalyan Jewellers India Ltd

2.97 11.7 Mil
Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

2.95 11.6 Mil
Financial Services

Prestige Estates Projects Ltd

2.90 11.4 Mil
Real Estate

HD Hyundai Electric

2.73 10.7 Mil
Industrials

SK Hynix Inc. 1.75%

2.71 10.7 Mil
Corporate

Trip.com Group Ltd. 0.75%

2.63 10.4 Mil
Corporate

Hon Hai Precision Industry Co Ltd. 0%

2.59 10.2 Mil
Corporate

Sponsor Center