CGSOX

Calamos Global Sustainable Equities Fund

Fund Stats

  • NAV

    $9.40

    $0.03 (0.32%)

    As of 1/24/22

  • Daily YTD Return

    8.38%

    As of 1/24/22

  • 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

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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

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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.

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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.

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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.