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Evolving World Growth Fund (CNWGX)

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Fund Details

As of 11/13/18
Inception Date:
8/15/08
Current NAV:
$12.55
$ Change:
$0.05
% Change:
0.40%
Net Assets*
229.2 mil
(*Total Net Assets as of 9/30/18)

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Overview

The fund invests in growth companies globally, emphasizing companies with revenue streams derived within or from emerging markets. The fund is designed to actively manage the risk profile over full market cycles.

Key Features

  • Active risk management with an aim of generating alpha and less downside risk than the benchmark and peers
  • Stress company fundamentals, including strong and/or accelerating earnings growth and solid returns on invested capital
  • Seek global growth companies that may benefit from long-term secular themes in the emerging markets such as the rise of the EM consumer

Portfolio Fit

Because of its focus on risk management, the fund can serve as a long-term emerging market allocation.

Return on Invested Capital

AS OF 9/30/18

Debt/Capital

AS OF 9/30/18

Important Fund Information

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.

The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

NOTES

Debt/Capital Ratio-Is a measure of a company s financial leverage, calculated as the company's debt divided by its total capital.

ROIC (Return On Invested Capital)-Measures how effectively a company uses the money invested in its operations, calculated as a company's net income minus any dividends divided by the company's total capital.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. Please refer to Important Risk Information. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 4.75%. Had it been included, the Fund's return would have been lower.

The funds' gross expense ratios as of the prospectus dated 3/1/18 are as follows: Growth A 1.40%, C 2.15% and I 1.15%; Growth and Income A 1.12%, C 1.87% and I 0.87%; Opportunistic Value A 1.67%, C 2.42% and I 1.42%; Dividend Growth A 1.87%, C 2.73% and I 1.80%; Global Growth and Income A 1.54%, C 2.29% and I 1.29%; International Growth A 1.46%, C 2.21%; and I 1.21%; Global Equity A 1.53%, C 2.27% and I 1.28%; Evolving World Growth A 1.67%, C 2.41% and I 1.41%; Emerging Market Equity A 2.70%, C 3.45% and I 2.45%; Convertible A 1.18%, C 1.93% and I 0.93%; Global Convertible A 1.46%, C 2.20% and I 1.19%; Market Neutral Income A 1.28%, C 2.03% and I 1.02%; Phineus Long/Short A 2.80%, C 3.55% and I 2.54%; Hedged Equity Income A 2.15%, C 3.04% and I 2.07%; High Income Opportunities A 1.33%, C 2.08% and I 1.08%; and Total Return Bond A 1.08%, C 1.83% and I 0.84%. The gross expense ratios as of the prospectus dated 8/29/18 for the Short-Term Bond are A 0.95%, and I 0.70%. The gross expense ratio as of the prospectus dated 9/17/18 for the International Growth R6 Share Class is 1.12%.  

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Before investing, carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Calendar Year Total Returns

AS OF 9/30/18

Growth of 10K

Annualized Total Returns

AS OF 9/30/18
Calamos (NAV)-12.30%-4.96%6.48%1.01%5.23%3.75%
(Load-Adjusted)-16.45%-9.46%4.76%0.03%4.72%3.25%
MSCI Emerging-8.60%-0.44%12.77%3.99%5.76%3.55%

The Fund's Gross Expense Ratio is 1.67% as of the prospectus dated 3/01/18

Important Fund Information

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.

The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

10k Performance is for the Fund’s Class A shares at net asset value and does not include the Fund’s maximum front-end sales charge of 4.75%—had it been included, the Fund’s return would have been lower. Index data shown is from 8/31/08, since comparative index data is available only for full monthly periods. Source: State Street Corporation and Lipper, Inc.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. Please refer to Important Risk Information. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 4.75%. Had it been included, the Fund's return would have been lower.

The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that represents large- and midcap companies in emerging market countries. It includes market indexes of Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Israel, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, South Korea, Taiwan, Thailand and Turkey.

Unmanaged index returns assume reinvestment of any and all distributions and, unlike fund returns, do not reflect fees, expenses or sales charges. Investors cannot invest in an index.

Average annual total return measures net investment income and capital gain or loss from portfolio investments as an annualized average. All performance shown assumes reinvestment of dividends and capital gains distributions. Performance shown reflects an expense reimbursement that improved results. Load-adjusted returns are adjusted for the maximum front-end sales load of 2.25%* for Class A shares in the following funds: Convertible Fund, Global Convertible Fund, Market Neutral Income Fund, High Income Opportunities Fund, and Total Return Bond Fund. The maximum front-end sales load for Class A shares of all other funds is 4.75%. There is a 1% contingent deferred sales charge for C shares on certain redemptions within the first year of purchase. Class C shares have been adjusted for the contingent deferred sales charge (CDSC). There are no contingent deferred sales charges or distribution or service fees with respect to Class I shares. The minimum initial investment required to purchase each Fund's Class I shares is $1 million. Class I shares are offered primarily for direct investment by investors through certain tax-exempt retirement plans (including 401(k) plans, 457 plans, employer-sponsored 403(b) plans, profit sharing and money purchase pension plans, defined benefit plans and non-qualified deferred compensation plans) and by institutional clients, provided such plans or clients have assets of at least $1 million. Class I shares may also be offered to certain other entities or programs, including, but not limited to, investment companies, under certain circumstances. *Prior to 2/28/17, the Convertible Fund, Global Convertible Fund, Market Neutral Income Fund, and High Income Opportunities fund had a maximum front-end sales load of 4.75%, and the Total Return Bond Fund had a maximum front-end sales load of 3.75%.

The funds' gross expense ratios as of the prospectus dated 3/1/18 are as follows: Growth A 1.40%, C 2.15% and I 1.15%; Growth and Income A 1.12%, C 1.87% and I 0.87%; Opportunistic Value A 1.67%, C 2.42% and I 1.42%; Dividend Growth A 1.87%, C 2.73% and I 1.80%; Global Growth and Income A 1.54%, C 2.29% and I 1.29%; International Growth A 1.46%, C 2.21%; and I 1.21%; Global Equity A 1.53%, C 2.27% and I 1.28%; Evolving World Growth A 1.67%, C 2.41% and I 1.41%; Emerging Market Equity A 2.70%, C 3.45% and I 2.45%; Convertible A 1.18%, C 1.93% and I 0.93%; Global Convertible A 1.46%, C 2.20% and I 1.19%; Market Neutral Income A 1.28%, C 2.03% and I 1.02%; Phineus Long/Short A 2.80%, C 3.55% and I 2.54%; Hedged Equity Income A 2.15%, C 3.04% and I 2.07%; High Income Opportunities A 1.33%, C 2.08% and I 1.08%; and Total Return Bond A 1.08%, C 1.83% and I 0.84%. The gross expense ratios as of the prospectus dated 8/29/18 for the Short-Term Bond are A 0.95%, and I 0.70%. The gross expense ratio as of the prospectus dated 9/17/18 for the International Growth R6 Share Class is 1.12%.  

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Sector Weightings

AS OF 9/30/18
% of Assets MSCI Emerging Markets Index
Information Technology 32.6% 26.9%
Financials 19.9% 23.2%
Energy 10.3% 8.2%
Consumer Staples 9.0% 6.6%
Materials 7.9% 7.9%
Consumer Discretionary 7.2% 9.1%
Industrials 5.9% 5.4%
Real Estate 2.8% 2.8%
Health Care 2.6% 3.0%
Telecom Services 1.2% 4.5%
Utilities 0.0% 2.4%

Asset Allocation

AS OF 9/30/18

Top 10 Holdings

Adobe Logo View All Holdings AS OF 9/30/18
Company Security Type Industry
%
Alibaba Exchangeable (Softbank) Convertible Preferred Stocks Internet Software & Services 7.5%
Taiwan Semiconductor Manufacturing Company, Ltd. Common Stocks Semiconductors 5.1%
Ping An Exchangeable (JP Morgan) Convertible Bonds Life & Health Insurance 5.0%
Tencent Holdings, Ltd. Common Stocks Internet Software & Services 4.8%
Tata Consultancy Services, Ltd. Common Stocks IT Consulting & Other Services 3.1%
Larsen & Toubro, Ltd. Convertible Bonds Construction & Engineering 2.6%
China Petroleum & Chemical Corp. - Class H Common Stocks Integrated Oil & Gas 2.5%
Naspers, Ltd. - Class N Common Stocks Cable & Satellite 2.4%
Wal-Mart de Mexico, SAB de CV Common Stocks Hypermarkets & Super Centers 2.4%
HDFC Bank, Ltd. Common Stocks Diversified Banks 2.3%
Total 37.7%

Fund Facts

AS OF 9/30/18
Fund MSCI Emerging Markets Index
Total Net Assets $229.2 million --
# of Holdings 78 1,151
Duration 1.4 years --
Median Investment Premium 16.2% --
Median Conversion Premium 18.8% --
Price/Book 2.6x 1.5x
Price/Earnings 18.2x 13.1x
Price/Sales 1.4x 0.7x
PEG Ratio 1.5x 1.3x
Debt/Capital 26.8% 25.0%
ROIC 20.6% 18.5%
Portfolio Turnover (12 months) 91.9% --

Market Capitalization

AS OF 9/30/18
Market %
> $112bil 32.1%
$32bil - $112bil 33.1%
$11bil - $32bil 25.6%
$4bil - $11bil 4.2%
< $4bil 5.0%

Top Currency Exposures

AS OF 9/30/18
Currency%
United States Dollar (USD) 41.4%
Hong Kong Dollar (HKD) 14.9%
Indian Rupee (INR) 11.1%
South Korean WON (KRW) 8.6%
Taiwan Dollar (TWD) 6.5%
South African Rand (ZAR) 3.9%
Mexican Peso (MXN) 2.4%
China Renminbi (Yuan) (CNY) 1.9%
Euro (EUR) 1.7%
British Pound Sterling (GBP) 1.6%
Swedish Krona (SEK) 1.4%
Thai Bahat (THB) 1.4%
Malaysian Ringgit (MYR) 1.0%
Indonesian Rupiah (IDR) 0.9%
Brazilian Real (BRL) 0.7%
Polish Zloty (PLN) 0.6%
Russian Ruble (RUB) 0.0%
Chilean Peso (CLP) 0.0%
Philippines Peso (PHP) 0.0%
Qatari Riyal (QAR) 0.0%
Turkish New Lira (TRY) 0.0%
Utd Arab Emirates Dirham (AED) 0.0%
Colombian Peso (COP) 0.0%
Hungarian Forint (HUF) 0.0%
Czech Koruna (CZK) 0.0%
Egyptian Pound (EGP) 0.0%
Pakistani Rupee (PKR) 0.0%

Credit Quality of Bonds

AS OF 9/30/18
Class %
AAA 0.0%
AA 24.1%
A 5.5%
BBB 3.7%
BB 2.5%
B 0.0%
CCC and below 0.0%
Unrated Securities 64.2%

Maturity Schedule

AS OF 9/30/18
Security Type%
Equities and Other 77.6%
1 To 5 Years 17.5%
< 1 Year 3.8%
5 To 10 Years 1.1%
10 To 20 Years 0.0%
20 To 30 Years 0.0%
> 30 Years 0.0%

Bond Duration

AS OF 9/30/18
Weighted Avg. Duration 1.4 years
Weighted Avg. Maturity 2.0 years

Important Fund Information

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.

The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

Top 10 Holdings and Sector Weightings are calculated as a percentage of Net Assets. The tables exclude cash or cash equivalents, any government / sovereign bonds or broad based index hedging securities the portfolio may hold..

Holdings and weightings are subject to change daily. Holdings are provided for informational purposes only and should not be deemed as a recommendation to buy or sell the securities mentioned.

MSCI Emerging Markets Index-is a free float adjusted market capitalization index. It includes market indexes of Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Israel, Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, and Turkey.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Total Capital Gains

  
20170.0000
20160.0000
20150.0000
20140.2975
20130.1145
20120.0000
20110.0000
20100.0000
20090.0000
20080.0000

Schedule

   
Distributions Annually
Capital Gains Annually

Distributions

Choose a year  
Income Total Reinvest
4Q 2017 0.00266 0.00266 14.76000
4Q 2016 0.00000 0.00000 11.20000
4Q 2015 0.00962 0.00962 11.76000
4Q 2014 0.02660 0.02660 12.77000
1Q 2014 0.00000 0.00000 0.00000
4Q 2013 0.00815 0.00815 13.68000
3Q 2013 0.00000 0.00000 0.00000
2Q 2013 0.00000 0.00000 0.00000
1Q 2013 0.00000 0.00000 0.00000
4Q 2012 0.00000 0.00000 13.02000
3Q 2012 0.00000 0.00000 0.00000
2Q 2012 0.00000 0.00000 0.00000
1Q 2012 0.00000 0.00000 0.00000
4Q 2011 0.00000 0.00000 0.00000
3Q 2011 0.00000 0.00000 0.00000
2Q 2011 0.00000 0.00000 0.00000
1Q 2011 0.00000 0.00000 0.00000
4Q 2010 0.00000 0.00000 0.00000
3Q 2010 0.00000 0.00000 0.00000
2Q 2010 0.00000 0.00000 0.00000
1Q 2010 0.00000 0.00000 0.00000
4Q 2009 0.07329 0.07329 10.76000
3Q 2009 0.00000 0.00000 0.00000
2Q 2009 0.00000 0.00000 0.00000
1Q 2009 0.00000 0.00000 0.00000
4Q 2008 0.06208 0.06208 7.02000
3Q 2008 0.00000 0.00000 0.00000
Adobe Logo Most Recent Distributions

Important Fund Information

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.

The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be lower or higher than the performance quoted. Please refer to Important Risk Information. The principal value and return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost. Performance reflected at NAV does not include the Fund's maximum front-end sales load of 4.75%. Had it been included, the Fund's return would have been lower.

The funds' gross expense ratios as of the prospectus dated 3/1/18 are as follows: Growth A 1.40%, C 2.15% and I 1.15%; Growth and Income A 1.12%, C 1.87% and I 0.87%; Opportunistic Value A 1.67%, C 2.42% and I 1.42%; Dividend Growth A 1.87%, C 2.73% and I 1.80%; Global Growth and Income A 1.54%, C 2.29% and I 1.29%; International Growth A 1.46%, C 2.21%; and I 1.21%; Global Equity A 1.53%, C 2.27% and I 1.28%; Evolving World Growth A 1.67%, C 2.41% and I 1.41%; Emerging Market Equity A 2.70%, C 3.45% and I 2.45%; Convertible A 1.18%, C 1.93% and I 0.93%; Global Convertible A 1.46%, C 2.20% and I 1.19%; Market Neutral Income A 1.28%, C 2.03% and I 1.02%; Phineus Long/Short A 2.80%, C 3.55% and I 2.54%; Hedged Equity Income A 2.15%, C 3.04% and I 2.07%; High Income Opportunities A 1.33%, C 2.08% and I 1.08%; and Total Return Bond A 1.08%, C 1.83% and I 0.84%. The gross expense ratios as of the prospectus dated 8/29/18 for the Short-Term Bond are A 0.95%, and I 0.70%. The gross expense ratio as of the prospectus dated 9/17/18 for the International Growth R6 Share Class is 1.12%.  

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Annual Expenses

A Shares C Shares I Shares
Total Expense Ratio1.672.411.41
Net Expense Ratio1.672.411.41
Transaction Fee0.000.000.00
Redemption Fee0.000.000.00

Investment Information

A Shares C Shares I Shares
Minimum initial investment$2,500$2,500$1 million
Minimum subsequent investments$50$50$0
IRA initial investments$500$500N/A

Fund Information

A Shares C Shares I Shares
Inception Date8/15/088/15/088/15/08
Ticker SymbolCNWGXCNWDXCNWIX
CUSIP number128119161128119146128119138

Sales & Distribution

A Shares C Shares I Shares
Sales loadFront-endLevel-loadN/A
Maximum Sales Charge4.75%1.00%N/A
US Bank Fund Number195219541955
DistributionsAnnual dividends; annual capital gains

Important Fund Information

An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.

The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk.

As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by S&P Global Market Intelligence LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Before investing carefully consider the fund's investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.

Calamos Evolving World Growth Fund Quarterly Commentary A quarterly update of the Calamos Evolving World Growth Fund’s performance, positioning, related market commentary and outlook.
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Calamos Evolving World Growth Fund Fact Sheet The Evolving World Growth Fund fact sheet provides a snap shot of the investment team, the fund strategy, performance, composition, ratings and returns.
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Calamos Evolving World Growth Fund: A Decade in Review

Calamos launched the Fund in 2008 to capitalize on the secular themes that we believe will drive growth in the global economy for decades to come.

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The Opportunity of Convertible Securities

Like stocks, convertibles typically offer upside appreciation in rising equity markets. Like bonds, convertibles provide income and potential downside protection in declining markets.

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Capturing Opportunity, Managing Risk

Calamos Evolving World Growth Fund has capitalized on its risk-managed approach in almost all 15 of the major sell-off periods since its inception – including the most recent volatile periods.

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Convertible Securities: Structures, Valuation, Market Environment, and Asset Allocation A comprehensive overview of convertible securities, including history, structures, valuation, market environment, and roles within asset allocation.
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Calamos Evolving World Growth Fund Prospectus This summary contains important information about the Class A, C, and I Evolving World Growth Fund investment objective, fees and expenses, principal investment strategies, principal risks and performance.
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Statutory Prospectus You should read the accompanying prospectus and any accompanying prospectus supplement, which contain important information, before deciding whether to invest in our securities.
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SAI The statement of additional information is a supplementary document to the fund’s prospectus and contains additional information about the fund and includes further disclosure regarding its operations.
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Semi Annual Report The semiannual report includes a letter from John P. Calamos, Sr. to shareholders and provides a comprehensive review of the fund’s activities and financial performance over a six month period.
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Annual Report The annual report includes a letter from John P. Calamos, Sr. to shareholders outlining the fund's performance, as well as a comprehensive review of the fund’s activities and financial performance.
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