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    Calamos Global Equity A (CAGEX)

    10.94 Down 0.19(1.71%) Feb 8

    Profile as of Jan 30, 2016Get Profile for:
    Calamos Global Equity A
    Calamos Investment Trust2020 Calamos CourtNaperville, IL 60563
    Phone: 800-582-6959
    Fund Overview 
    Category:World Stock
    Fund Family:Calamos
    Net Assets:160.73M
    Year-to-Date Return:-7.09%
    Morningstar Rating:2 stars
    Fund Inception Date:Mar 1, 2007
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    John Calamos
    Lead Manager since Mar 1, 2007
    John P. Calamos is the founder of CALAMOS ASSET MANAGEMENT, INC., the 16th largest money manager in Chicagoland. The firm offers institutional and individual investors a breadth of strategies through both individually managed portfolios and mutual funds. Mr. Calamos received his undergraduate degree in Economics and MBA in Finance from the Illinois Institute of Technology. Joining the United States Air Force after graduation, he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major. Following his military service, John devoted his entire professional career to investment management and research, establishing his own firm in 1977. Mr. Calamos is a member of the Investment Analysts Society of Chicago and has taught graduate level courses on finance and investments. Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards, and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis, along with numerous articles in various financial journals. He is often quoted in the press, including The Wall Street Journal, Investor’s Business Daily, Barron’s, Fortune, BusinessWeek and Pensions & Investments. He has appeared on CNBC, CNNfn, Louis Rukeyser's Wall Street and Nightly Business Report.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    CAGEX can be purchased from 106 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) 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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 16, 2015) : 0.00
    Annual Holdings Turnover (Feb 2, 2016) : 43.00%
    Average for Category:44.00%
    Fees & Expenses 
    ExpenseCAGEXCategory Avg
    Annual Report Expense Ratio (net):1.34%1.28%
    Prospectus Net Expense Ratio:1.40%N/A
    Prospectus Gross Expense Ratio:1.40%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.16%
    Max Deferred Sales Load: N/A1.97%
    3 Yr Expense Projection*:898634
    5 Yr Expense Projection*:1,2051,024
    10 Yr Expense Projection*:2,0762,093
    * Per $10,000 invested