Fund Stats

  • NAV

    $18.69

    $0.05 (0.27%)

    As of 12/13/24

  • Daily YTD Return

    35.24%

    As of 12/13/24

  • Total Net Assets

    $138.6 Million

    As of 9/30/24

  • MorningStar Rating

    4 stars

    Overall rating as of 11/30/24

  • Inception Date

    3/1/07

Calamos Global Equity Mutual Fund Overview

The fund invests in equities of companies around the globe. We seek firms that demonstrate key growth characteristics, including increasing profit margins and high returns on invested capital.

Key Features

  • Pursues the best risk/reward opportunities across countries, market capitalizations and sectors.
  • Seeks global growth companies that may benefit from secular themes, such as exponential demand for information and entertainment.
  • Takes environmental, social and governance (ESG) factors into account.

Portfolio Fit

The fund can serve as a growth-oriented addition to a strategic global equity allocation and may complement or replace value or blended styles.

International and Global Capabilities

Our Global Team applies their research expertise across a wide geographic and market cap universe to create multiple fund options.

See All Funds

Performance

Calendar Year Total Returns

As of 9/30/24
Date Calamos Global Equity Fund (NAV) Calamos Global Equity Fund Load-Adjusted MSCI World Index MSCI ACWI Index
YTD 2024 30.03 23.85 19.28 19.08
2023 24.28 18.42 24.42 22.81
2022 -27.66 -31.09 -17.73 -17.96
2021 16.45 10.89 22.35 19.04
2020 43.95 37.08 16.50 16.82
2019 29.08 22.97 28.40 27.30
2018 -15.47 -19.46 -8.20 -8.93
2017 34.41 28.01 23.07 24.62
2016 -1.02 -5.70 8.15 8.48
2015 4.99 0.04 -0.32 -1.84

Growth of 10K

As of 9/30/24
Date Calamos Global Equity Fund MSCI World Index
2/28/2007 12:00:00 AM 10000 10000
3/1/2007 12:00:00 AM 10000 10000
3/31/2007 12:00:00 AM 10460 10187.3
4/30/2007 12:00:00 AM 10880 10642.57
5/31/2007 12:00:00 AM 11280 10951.31
6/30/2007 12:00:00 AM 11290 10870.71
7/31/2007 12:00:00 AM 11410 10632.21
8/31/2007 12:00:00 AM 11480 10628.8
9/30/2007 12:00:00 AM 12380 11137.92
10/31/2007 12:00:00 AM 13440 11481.97
11/30/2007 12:00:00 AM 12580 11017.87
12/31/2007 12:00:00 AM 12450 10878.94
1/31/2008 12:00:00 AM 11150 10049.96
2/29/2008 12:00:00 AM 10990 9996.7
3/31/2008 12:00:00 AM 11070 9905.83
4/30/2008 12:00:00 AM 11910 10434.4
5/31/2008 12:00:00 AM 12230 10606.47
6/30/2008 12:00:00 AM 11190 9764.31
7/31/2008 12:00:00 AM 10850 9528.21
8/31/2008 12:00:00 AM 10610 9398.72
9/30/2008 12:00:00 AM 8900 8284.88
10/31/2008 12:00:00 AM 7160 6716.22
11/30/2008 12:00:00 AM 6610 6286.11
12/31/2008 12:00:00 AM 6808.24 6491.04
1/31/2009 12:00:00 AM 6428.83 5924.31
2/28/2009 12:00:00 AM 5986.19 5321.93
3/31/2009 12:00:00 AM 6608 5726.39
4/30/2009 12:00:00 AM 7524.9 6374.56
5/31/2009 12:00:00 AM 8262.63 6960.19
6/30/2009 12:00:00 AM 8178.32 6931.73
7/31/2009 12:00:00 AM 8789.58 7520.92
8/31/2009 12:00:00 AM 8958.21 7834.54
9/30/2009 12:00:00 AM 9727.56 8149.49
10/31/2009 12:00:00 AM 9611.63 8006.23
11/30/2009 12:00:00 AM 10138.59 8337.44
12/31/2009 12:00:00 AM 10423.14 8489.85
1/31/2010 12:00:00 AM 9801.34 8140.58
2/28/2010 12:00:00 AM 10138.59 8258.62
3/31/2010 12:00:00 AM 10876.32 8774.7
4/30/2010 12:00:00 AM 10981.71 8780.84
5/31/2010 12:00:00 AM 10507.45 7948.07
6/30/2010 12:00:00 AM 10328.29 7678.55
7/31/2010 12:00:00 AM 10665.54 8303.12
8/31/2010 12:00:00 AM 10570.69 7996.49
9/30/2010 12:00:00 AM 11635.13 8745.2
10/31/2010 12:00:00 AM 11888.07 9073.14
11/30/2010 12:00:00 AM 12046.16 8881.52
12/31/2010 12:00:00 AM 12752.27 9537.51
1/31/2011 12:00:00 AM 12847.13 9755.25
2/28/2011 12:00:00 AM 13437.31 10101.17
3/31/2011 12:00:00 AM 13627.02 10006.22
4/30/2011 12:00:00 AM 14090.74 10437.68
5/31/2011 12:00:00 AM 13742.95 10231.75
6/30/2011 12:00:00 AM 13479.47 10073.87
7/31/2011 12:00:00 AM 13458.39 9893.85
8/31/2011 12:00:00 AM 12847.13 9200.89
9/30/2011 12:00:00 AM 11603.52 8409.89
10/31/2011 12:00:00 AM 12794.43 9282.16
11/30/2011 12:00:00 AM 12847.13 9060.87
12/31/2011 12:00:00 AM 12372.87 9059.24
1/31/2012 12:00:00 AM 12994.67 9516.55
2/29/2012 12:00:00 AM 13774.56 9986.67
3/31/2012 12:00:00 AM 13911.57 10120.56
4/30/2012 12:00:00 AM 13764.03 10012.69
5/31/2012 12:00:00 AM 12731.2 9157.9
6/30/2012 12:00:00 AM 13005.21 9629.08
7/31/2012 12:00:00 AM 13247.61 9755.54
8/31/2012 12:00:00 AM 13648.1 10007.82
9/30/2012 12:00:00 AM 14101.28 10287.23
10/31/2012 12:00:00 AM 13700.79 10220.68
11/30/2012 12:00:00 AM 13995.88 10357.12
12/31/2012 12:00:00 AM 13871.88 10557.43
1/31/2013 12:00:00 AM 14283.61 11098.5
2/28/2013 12:00:00 AM 14188.59 11122.36
3/31/2013 12:00:00 AM 14294.16 11388.63
4/30/2013 12:00:00 AM 14262.49 11755.34
5/31/2013 12:00:00 AM 14262.49 11770.27
6/30/2013 12:00:00 AM 13734.64 11484.96
7/31/2013 12:00:00 AM 14558.09 12092.97
8/31/2013 12:00:00 AM 14410.29 11840.71
9/30/2013 12:00:00 AM 15223.18 12437.49
10/31/2013 12:00:00 AM 15803.81 12927.27
11/30/2013 12:00:00 AM 16173.31 13163.07
12/31/2013 12:00:00 AM 16582.42 13446.47
1/31/2014 12:00:00 AM 15976.66 12951.5
2/28/2014 12:00:00 AM 16896.11 13606.72
3/31/2014 12:00:00 AM 16485.06 13634.21
4/30/2014 12:00:00 AM 16106.47 13781.45
5/31/2014 12:00:00 AM 16604.05 14065.63
6/30/2014 12:00:00 AM 17047.54 14323.31
7/31/2014 12:00:00 AM 16636.5 14098.01
8/31/2014 12:00:00 AM 17177.35 14414.51
9/30/2014 12:00:00 AM 16636.5 14029.21
10/31/2014 12:00:00 AM 16950.19 14123.34
11/30/2014 12:00:00 AM 17188.17 14413.01
12/31/2014 12:00:00 AM 16688.83 14186.58
1/31/2015 12:00:00 AM 16675.29 13932.93
2/28/2015 12:00:00 AM 17866.38 14756.22
3/31/2015 12:00:00 AM 17798.71 14534.73
4/30/2015 12:00:00 AM 18123.55 14883.13
5/31/2015 12:00:00 AM 17947.6 14946.98
6/30/2015 12:00:00 AM 17825.78 14605.44
7/31/2015 12:00:00 AM 18082.95 14872.43
8/31/2015 12:00:00 AM 16918.93 13894.42
9/30/2015 12:00:00 AM 16404.59 13388.24
10/31/2015 12:00:00 AM 17852.85 14453.01
11/30/2015 12:00:00 AM 17920.53 14388.12
12/31/2015 12:00:00 AM 17521.18 14141.07
1/31/2016 12:00:00 AM 16278.55 13298.69
2/29/2016 12:00:00 AM 15643.42 13207.86
3/31/2016 12:00:00 AM 16789.41 14113.79
4/30/2016 12:00:00 AM 16678.95 14346.1
5/31/2016 12:00:00 AM 17106.97 14439.78
6/30/2016 12:00:00 AM 16761.8 14284.84
7/31/2016 12:00:00 AM 17797.33 14892.23
8/31/2016 12:00:00 AM 17714.48 14912.19
9/30/2016 12:00:00 AM 18156.31 14998.08
10/31/2016 12:00:00 AM 17590.22 14711.77
11/30/2016 12:00:00 AM 17286.46 14931.27
12/31/2016 12:00:00 AM 17342.46 15293.95
1/31/2017 12:00:00 AM 18036.16 15666.66
2/28/2017 12:00:00 AM 18484.17 16109.09
3/31/2017 12:00:00 AM 18874.38 16292.25
4/30/2017 12:00:00 AM 19409.1 16541.52
5/31/2017 12:00:00 AM 19929.38 16907.42
6/30/2017 12:00:00 AM 20102.8 16978.94
7/31/2017 12:00:00 AM 20969.92 17390.51
8/31/2017 12:00:00 AM 21360.13 17423.72
9/30/2017 12:00:00 AM 21808.14 17821.68
10/31/2017 12:00:00 AM 22588.55 18162.96
11/30/2017 12:00:00 AM 22964.31 18565.82
12/31/2017 12:00:00 AM 23310.17 18822.77
1/31/2018 12:00:00 AM 24941.24 19820.94
2/28/2018 12:00:00 AM 23943.59 19008.08
3/31/2018 12:00:00 AM 23563.54 18606.06
4/30/2018 12:00:00 AM 23357.67 18831.38
5/31/2018 12:00:00 AM 23769.4 18967.16
6/30/2018 12:00:00 AM 23278.49 18965.07
7/31/2018 12:00:00 AM 23579.37 19562.28
8/31/2018 12:00:00 AM 24276.14 19813.46
9/30/2018 12:00:00 AM 24149.46 19932.14
10/31/2018 12:00:00 AM 21552.4 18473.31
11/30/2018 12:00:00 AM 21441.55 18692.77
12/31/2018 12:00:00 AM 19703.91 17278.48
1/31/2019 12:00:00 AM 21602.84 18628.62
2/28/2019 12:00:00 AM 22133.72 19198.09
3/31/2019 12:00:00 AM 22787.11 19463.22
4/30/2019 12:00:00 AM 23746.79 20164.48
5/31/2019 12:00:00 AM 22501.25 19019.14
6/30/2019 12:00:00 AM 23889.72 20280.49
7/31/2019 12:00:00 AM 23930.55 20386.55
8/31/2019 12:00:00 AM 23602.7 19979.23
9/30/2019 12:00:00 AM 23215.62 20413.98
10/31/2019 12:00:00 AM 23765.83 20939.23
11/30/2019 12:00:00 AM 24744.98 21532.44
12/31/2019 12:00:00 AM 25432.89 22185.73
1/31/2020 12:00:00 AM 25455.78 22057.06
2/29/2020 12:00:00 AM 24157.54 20202.06
3/31/2020 12:00:00 AM 21033.97 17541.65
4/30/2020 12:00:00 AM 23871.45 19467.55
5/31/2020 12:00:00 AM 26115.37 20420.87
6/30/2020 12:00:00 AM 27656.18 20969.58
7/31/2020 12:00:00 AM 29943.35 21979.68
8/31/2020 12:00:00 AM 31946.56 23456.94
9/30/2020 12:00:00 AM 31352.35 22656.82
10/31/2020 12:00:00 AM 30913.42 21967.6
11/30/2020 12:00:00 AM 34542.66 24785.61
12/31/2020 12:00:00 AM 36611.77 25845.19
1/31/2021 12:00:00 AM 36798.49 25594.49
2/28/2021 12:00:00 AM 38443.38 26258.93
3/31/2021 12:00:00 AM 37997.44 27147.77
4/30/2021 12:00:00 AM 39737.72 28423.57
5/31/2021 12:00:00 AM 40067.54 28849.55
6/30/2021 12:00:00 AM 40560.37 29289.07
7/31/2021 12:00:00 AM 40844.29 29820.8
8/31/2021 12:00:00 AM 42584.26 30572.27
9/30/2021 12:00:00 AM 40821.27 29316.31
10/31/2021 12:00:00 AM 43241.97 30984.74
11/30/2021 12:00:00 AM 42091.73 30316.1
12/31/2021 12:00:00 AM 42634.71 31620.9
1/31/2022 12:00:00 AM 38703.79 29954.16
2/28/2022 12:00:00 AM 37534.94 29206.28
3/31/2022 12:00:00 AM 38120.49 30025.99
4/30/2022 12:00:00 AM 34163.58 27543.67
5/31/2022 12:00:00 AM 34108.92 27585.69
6/30/2022 12:00:00 AM 31134.62 25206.05
7/31/2022 12:00:00 AM 33286.02 27214.52
8/31/2022 12:00:00 AM 31611.73 26087.4
9/30/2022 12:00:00 AM 28741.38 23673.01
10/31/2022 12:00:00 AM 30546.34 25379.48
11/30/2022 12:00:00 AM 32696.8 27156.64
12/31/2022 12:00:00 AM 30839.62 26013.66
1/31/2023 12:00:00 AM 33168.01 27861.35
2/28/2023 12:00:00 AM 32060.2 27202.4
3/31/2023 12:00:00 AM 33419.55 28062.72
4/30/2023 12:00:00 AM 33917.5 28568.98
5/31/2023 12:00:00 AM 34137.96 28305.6
6/30/2023 12:00:00 AM 35940.44 30028.21
7/31/2023 12:00:00 AM 36939.58 31044.53
8/31/2023 12:00:00 AM 36355.93 30315.76
9/30/2023 12:00:00 AM 34276.37 29018.57
10/31/2023 12:00:00 AM 33498.3 28183.46
11/30/2023 12:00:00 AM 36935.23 30840.16
12/31/2023 12:00:00 AM 38320.3 32364.98
1/31/2024 12:00:00 AM 40067.71 32760.85
2/29/2024 12:00:00 AM 43533.57 34162.56
3/31/2024 12:00:00 AM 45614.47 35279.74
4/30/2024 12:00:00 AM 44255.16 33985.17
5/31/2024 12:00:00 AM 47556.59 35525.55
6/30/2024 12:00:00 AM 49330.45 36260.17
7/31/2024 12:00:00 AM 48250.11 36907.4
8/31/2024 12:00:00 AM 49581.81 37895.52
9/30/2024 12:00:00 AM 49829.72 38603.7

Annualized Total Returns

As of 9/30/24 As of 11/30/24
TimeFrame Calamos Global Equity Fund (NAV) Calamos Global Equity Fund Load-Adjusted MSCI World Index MSCI ACWI Index
1 Year 45.39 38.44 33.03 32.35
3 Year 6.88 5.15 9.61 8.60
5 Year 16.51 15.38 13.59 12.72
10 Year 11.60 11.05 10.65 9.94
Since Inception (03/01/07) 9.56 9.26 7.98 7.54
TimeFrame Calamos Global Equity Fund (NAV) Calamos Global Equity Fund Load-Adjusted MSCI World Index MSCI ACWI Index
1 Year 39.56 32.98 28.39 26.68
3 Year 7.00 5.28 9.31 8.19
5 Year 15.81 14.70 12.96 11.88
10 Year 11.61 11.07 10.63 9.84
Since Inception (03/01/07) 9.68 9.38 8.06 7.55

Important Fund Information

The principal risks of investing in the Calamos Global Equity 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, value stock risk, foreign securities risk, forward foreign currency contract risk, emerging markets risk, small and mid-sized company risk 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. Results are before taxes on fund distributions and assume reinvestment of dividends and capital gains. Index data shown is from 3/31/07, since comparative index data is available only for full monthly periods. Source: Calamos Investments

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 World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets.

The MSCI ACWI Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets and emerging markets.

Unmanaged index returns, unlike fund returns, do not reflect fees, expenses or sales charges. Investors cannot invest directly 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.

The funds' gross expense ratios as of the prospectus dated 3/1/2024 are as follows: A Shares 1.51%, C Shares 2.26%, I Shares 1.26% and R6 Shares 1.21%.

Portfolio

Sector Weightings

As of 9/30/24
Sector % of Assets MSCI World Index
Information Technology 31.2% 24.7%
Industrials 14.2% 11.1%
Consumer Discretionary 11.8% 10.3%
Health Care 11.1% 11.7%
Communication Services 10.1% 7.6%
Consumer Staples 7.0% 6.5%
Financials 6.0% 15.4%
Energy 3.3% 3.9%
Materials 3.2% 3.7%
Real Estate 1.0% 2.3%
Utilities 1.0% 2.7%
Other 0.2% 0.1%

Asset Allocation

As of 9/30/24
Asset Allocation %
Common Stock 99.831
Options 0.2995
Cash and Receivables/Payables -0.1306

Top 10 Holdings

As of 9/30/24
Company Industry Country %
NVIDIA Corp. Semiconductors United States 8.5%
Microsoft Corp. Systems Software United States 5.4%
Apple, Inc. Technology Hardware, Storage & Peripherals United States 4.3%
Amazon.com, Inc. Broadline Retail United States 3.4%
Eli Lilly & Company Pharmaceuticals United States 3.1%
Novo Nordisk A/S (ADR) Pharmaceuticals Denmark 2.8%
Spotify Technology, SA Movies & Entertainment Sweden 2.6%
Taiwan Semiconductor Mfg Semiconductors Taiwan 2.6%
Canadian Natural Resources, Ltd. Oil & Gas Exploration & Production Canada 2.3%
Rolls-Royce Holdings, PLC Aerospace & Defense United Kingdom 2.2%
Total 37.2%

Fund Facts

As of 9/30/24
Name Fund MSCI World Index
Net Assets $138.6 M N/A
Number of Holdings 63 1,410
Debt/Capital 41.9% 41.8%
ROIC 25.5% 21.9%
Portfolio Turnover (12 months) 79.7% N/A
Price/Book 5.6x 3.3x
Price/Earnings 29.4x 20.9x
Price/Sales 3.3x 2.3x
PEG Ratio 2.0x 2.2x

Market Capitalization

As of 9/30/24
Market CAP Range % of Assets
<=$0.10bil 0.0%
>$0.10bil<=$5bil 2.5%
>$5bil<=$30bil 12.0%
>$30bil<=$200bil 32.8%
>$200bil 52.6%

Top Currency Exposures

As of 9/30/24
Currency %
United States Dollar (USD) 63.5%
Euro (EUR) 7.4%
Japanese Yen (JPY) 5.9%
British Pound Sterling (GBP) 5.8%
Indian Rupee (INR) 4.8%
Canadian Dollar (CAD) 3.2%
Taiwan Dollar (TWD) 2.6%
Swiss Franc (CHF) 2.2%
Australian Dollar (AUD) 2.1%
Swedish Krona (SEK) 1.4%

Distributions

Total Capital Gains

Schedule: ANNUAL
Year Capital Gains
2008 0.0000
2009 0.0000
2010 0.0000
2011 0.0000
2012 0.0000
2013 0.2704
2014 3.0984
2015 0.2550
2016 0.5643
2017 1.3854
2018 2.7522
2019 0.8919
2020 1.0558
2021 1.9799
2022 0.4970
2023 0.0000

Schedule

Name Frequency
Distributions ANNUAL
Capital Gains ANNUAL

Calamos Mutual Funds Estimated 2024 Capital Gains
Preliminary capital gains distribution estimates for Calamos Mutual Funds were posted November 1, 2024. To view the report, click here.

2023 Capital Gains
Capital gains for Calamos Mutual Funds were declared on December 21, 2023. To view the report, click here.

Distributions

Schedule: ANNUAL
Most Recent Distributions
Frequency Income Reinvest
Q4 2023 $0.0000 13.74000
Q4 2022 $0.0000 11.26000
Q4 2021 $0.0000 15.27000
Q4 2020 $0.0000 0.00000
Q4 2019 $0.0000 11.50000
Q3 2019 $0.0000 0.00000
Q2 2019 $0.0000 0.00000
Q4 2018 $0.0000 9.51000
Q4 2017 $0.0000 14.47000
Q4 2016 $0.0000 12.08000
Q4 2015 $0.0000 12.69000
Q4 2014 $0.0000 12.33000
Q1 2014 $0.0000 0.00000
Q4 2013 $0.0963 14.89000
Q3 2013 $0.0000 0.00000
Q2 2013 $0.0000 0.00000
Q1 2013 $0.0000 0.00000
Q4 2012 $0.0225 13.24000
Q3 2012 $0.0000 0.00000
Q2 2012 $0.0000 0.00000
Q1 2012 $0.0000 0.00000
Q4 2011 $0.0000 0.00000
Q3 2011 $0.0000 0.00000
Q2 2011 $0.0000 0.00000
Q1 2011 $0.0000 0.00000
Q4 2010 $0.0000 0.00000
Q3 2010 $0.0000 0.00000
Q2 2010 $0.0000 0.00000
Q1 2010 $0.0000 0.00000
Q4 2009 $0.0000 0.00000
Q3 2009 $0.0000 0.00000
Q2 2009 $0.0000 0.00000
Q1 2009 $0.0000 0.00000
Q4 2008 $0.3423 6.35000
Q3 2008 $0.0000 0.00000
Q2 2008 $0.0000 0.00000
Q1 2008 $0.0000 0.00000

Fees & Expenses

Annual Expenses

Name A Shares C Shares I Shares R6 Shares
Gross Expense Ratio 1.51% 2.26% 1.26% 1.21%
Net Expense Ratio 1.40% 2.15% 1.15% 1.10%

Investment Information

Name A Shares C Shares I Shares R6 Shares
Minimum initial investment $2500 $2500 $1 million $0
Minimum subsequent investments $50 $50 $0 $0
IRA initial investments $500 $500 N/A N/A

Fund Information

Name A Shares C Shares I Shares R6 Shares
Inception Date 3/01/07 3/01/07 3/01/07 6/23/20
Ticker Symbol CAGEX CCGEX CIGEX CGEOX
CUSIP number 128119484 128119468 128119450 128120334

Sales & Distribution

Name A Shares C Shares I Shares R6 Shares
Sales Load Front-End Level-Load N/A N/A
Maximum Sales Charge 4.75 1.00 N/A N/A
US Bank Fund Number 1913 1915 1916 5576
Dividends ANNUAL ANNUAL ANNUAL ANNUAL
Capital Gains ANNUAL ANNUAL ANNUAL ANNUAL

The Fund's investment advisor has contractually agreed to reimburse Fund expenses through March 1, 2025 to the extent necessary so that Total Annual Fund Operating Expenses (excluding taxes, interest, short interest, short dividend expenses, brokerage commissions, acquired fund fees and expenses, and extra-ordinary expenses, if any) of Class A, Class C, and Class I are limited to 1.40%, 2.15%, and 1.15% of average net assets, respectively. The Fund's investment adviser has contractually agreed to limit the Fund's annual ordinary operating expenses through March 1, 2025 for Class R6 shares (as a percentage of average net assets) to 1.15% less the annual sub- transfer agency ratio for the Fund. The annual sub-transfer agency ratio is equal to the aggregate sub-transfer agency expenses common to the other share classes of the Fund divided by the aggregate average annual net assets of the Fund's other share classes. For purposes of these expense limitations, operating expenses do not include taxes, interest, short interest, short dividend expenses, brokerage commissions, acquired fund fees and expenses, and extraordinary expenses, if any. Calamos Advisors LLC ("Calamos Advisors") may recapture previously waived expense amounts within the same fiscal year for any day where the respective Fund's expense ratio falls below the contractual expense limit up to the expense limit for that day. This undertaking is binding on Calamos Advisors and any of its successors and assigns. This agreement is not terminable by either party.

Literature

About the Fund

Calamos Global Equity Fund Quarterly Commentary

A quarterly update of the Calamos Global Equity Fund’s performance, positioning, related market commentary and outlook.

Calamos Global Equity Fund Fact Sheet

The Global Equity Fund fact sheet provides a snap shot of the investment team, the fund strategy, performance, composition, ratings and returns.

The Best Kept Secret in Global Investing

The Calamos Global and International fund suite offers strong historical performance, a tested process, and an experienced team.

Identifying Global Growth Opportunities Through a Thematic Lens

Secular themes are long-term trends that can drive growth for years, even decades, within or across industries or sectors. Our Calamos Global Equity Investment Team explains why thematic considerations are a pillar of its global growth investing approach.

Prospectus and Reports

Summary Prospectus

This summary contains important information about the investment objective, fees and expenses, principal investment strategies, principal risks and performance.

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.

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.

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.

Semi Annual Report

The semi annual report provides a comprehensive review of the fund’s activities and financial performance over a six month period.

Latest Related Blog Posts

Calamos Financial Services LLC, Distributor

Check the background of the firm and its investment professionals on FINRA's BrokerCheck.

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 1-866-363-9219. Read it carefully before investing.

©2024 Calamos Investments LLC. All Rights Reserved. Calamos®, Calamos Investments® and Investment strategies for your serious money® are registered trademarks of Calamos Investments LLC.

Calamos Investments LLC, referred to herein as Calamos Investments®, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Financial Services LLC and Calamos Antetokounmpo Asset Management LLC.

The personal data collected by Calamos on this website, or by any other means, is collected and stored in accordance with the General Data Protection Regulation (EU) 2016/679 ("GDPR").

Important Legal Information | Privacy Policy | Business Continuity | Code of Business Conduct and Ethics | ERISA 408(b)(2)