Fund Stats
-
NAV
$9.40
$0.03 (0.32%)
-
Daily YTD Return
8.38%
-
Inception Date
12/17/21
Overview
The fund seeks high-quality growth companies with strong environmental, social and governance (ESG) characteristics. The fund employs an integrated, fundamental and proprietary screening process and can invest in developed and developing economies across the market capitalization spectrum.
Key Features
- Seeks to achieve above-average returns with lower volatility by focusing on companies that generate higher returns on capital, possess better growth prospects, and hold sustainable competitive advantages over their peers.
- Invests in companies with strong ESG characteristics and integrates ESG analysis with traditional financial analysis to identify companies that are financially strong in addition to being well-run businesses. Companies must have demonstrated a consistent history of additive shareholder value by producing returns above and beyond the cost of capital, in addition to exhibiting a high degree of business ethics and responsible conduct.
- Managed according to a time-tested proprietary process developed by our seasoned portfolio management team, who established one of the first sustainable research platforms in the late 1990s and helped set industry standards for ESG-focused portfolios.
Portfolio Fit
The fund can serve as a global equity allocation for investors seeking above-average returns with potentially lower volatility from a portfolio of high-quality companies offering enhanced prospects for growth due to their ESG characteristics.
Fees & Expenses
Annual Expenses
| Name | A Shares | C Shares | I Shares | R6 Shares |
|---|---|---|---|---|
| Gross Expense Ratio | 2.11% | 2.86% | 1.86% | 1.80% |
| Net Expense Ratio | 1.20% | 1.95% | 0.95% | 0.89% |
Investment Information
| Name | A Shares | C Shares | I Shares | R6 Shares |
|---|---|---|---|---|
| Minimum initial investment | $2500 | $2500 | $1 million | $0 |
| Minimum subsequent investments | $50 | $50 | N/A | N/A |
| IRA initial investments | $500 | $500 | N/A | N/A |
Fund Information
| Name | A Shares | C Shares | I Shares | R6 Shares |
|---|---|---|---|---|
| Inception Date | 12/17/21 | 12/17/21 | 12/17/21 | 12/17/21 |
| Ticker Symbol | CAGSX | CGCSX | CGSIX | CGSOX |
| CUSIP number | 128120292 | 128120284 | 128120276 | 128120268 |
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 | 5703 | 5704 | 5705 | 5706 |
| Dividends | ANNUAL | ANNUAL | ANNUAL | ANNUAL |
| Capital Gains | ANNUAL | ANNUAL | ANNUAL | ANNUAL |
Literature
Latest Related Blog Posts
About the Fund
Calamos Global Sustainable Equities Fund Launch Sheet
The Global Sustainable Equities Fund launch sheet highlights our pioneering ESG investment team, their integrated proprietary strategy, and essential fund info including share classes, tickers and expense ratios.
Prospectus and Reports
Calamos Global Sustainable Equities Fund Prospectus
This summary contains important information about the Class A, C, I and R6 Global Sustainable Equities Fund investment objective, fees and expenses, principal investment strategies, principal risks and performance.
Calamos Global Sustainable Equities Fund 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.
Calamos Global Sustainable Equities Fund 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.