Investment professionals know about the importance of strategic asset allocation and diversification—but for much of the past decade investors have been rewarded to do just the opposite. It was a period when a select group of U.S. large cap growth stocks provided very strong and consistent returns. These are solid companies, with strong fundamentals to drive the returns they’ve provided, but they have now become a disproportionate part of the U.S. market.

Are you ready for a change? We are constructive on global equities—especially opportunities in Asian and European markets. If your clients have been underexposed, if you’re looking to put cash back to work, if you believe US equities may see tougher times ahead, we invite you to diversify using our Global suite.

“The global recovery may be uneven, with the advantage going to Asian and European markets.”

All four funds in our suite outperformed during the January-February market rally, the February to March correction—and the recovery that started in March. With a toolbox that combines top-down secular and cyclical views with bottom-up fundamental research and quantitative tools, our Global/International team has demonstrated 1-year top quartile capability (as of 8/31, Morningstar data) to manage through the recent uncertainty.

Looking ahead, our Nick Niziolek, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager says, “the global recovery may be uneven, with the advantage going to Asian and European markets.”

CALAMOS GLOBAL/INTERNATIONAL FUNDS
8/31/2020
 
Top Quartile
Category Rank I Shares
Shading denotes top quartile
RISK-ADJUSTED RETURNS ON LOAD-WAIVED I SHARES AS OF 8/31/20 Morningstar Category Overall Morningstar Rating YTD
1/1/2020-8/31/2020
1-year
9/1/2019-8/31/2020
3-year
9/1/2017-8/31/2020
5-year
9/1/2015-8/31/2020
Since Inception
GLOBAL EQUITY
Calamos Evolving World Growth (CNWIX) Diversified Emerging Markets
5 Stars
2 2 4 18 2
Number of funds 695 816 796 695 579 199
Calamos Global Equity Fund (CIGEX) World Large Stock
4 Stars
8 8 17 17 4
Number of funds 725 861 825 725 610 248
Calamos Global Growth & Income (CGCIX) World Allocation
5 Stars
1 1 2 2 21
Number of funds 390 485 474 390 337 41
Calamos International Growth Fund (CIGIX) Foreign Large Growth
4 Stars
8 9 15 23 3
Number of funds 413 487 469 413 335 137

Past performance is no guarantee of future results. Morningstar category rank is based on average annualized returns since I share inception.

8/31/20 3 years # of funds 5 years # of funds 10 years # of funds
CNWIX Inception: 8/15/08
5 Stars
695
4 Stars
579
5 Stars
257
CIGEX Inception: 3/01/07
4 Stars
725
4 Stars
610
4 Stars
359
CGCIX Inception: 9/18/97
5 Stars
390
5 Stars
337
4 Stars
207
CIGIX Inception: 3/16/05
4 Stars
413
4 Stars
334
4 Stars
242

Calamos Evolving World Growth (CNWIX)

Calamos International Growth Fund (CIGIX)

Calamos Global Growth & Income (CGCIX)

Calamos Global Equity Fund (CIGEX)

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Resources

A Dynamic Approach to Investing in EM Growth Opportunities

A Dynamic Approach to Investing in EM Growth Opportunities

Calamos Evolving World Growth Fund offers an active, risk-managed strategy for accessing growth in emerging markets. Historically, the fund has delivered strong results versus peers and a compelling risk/reward profile, including during drawdowns.

CIGIX: Harnessing the Power of International Growth Compounders

CIGIX: Harnessing the Power of International Growth Compounders

Calamos International Growth Fund (CIGIX) seeks outstanding international growth companies in a portfolio built on conviction with an active stance. An experienced team applies a disciplined investment process to provide a higher growth, higher quality investment solution with compelling historical performance.

evolving world growth average annual returns expense ratio

intenational growth average annual returns expense ratio

global growth and income fund average annual returns expense ratio

global equity average annual returns expense ratio

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.

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.

The principal risks of investing in the Calamos International 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, 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.

The principal risks of investing in the Calamos Global Growth and Income Fund include: 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, synthetic convertible instruments risk consisting of fluctuations inconsistent with a convertible security and the risk of components expiring worthless, foreign securities risk, emerging markets risk, equity securities risk, growth stock risk, interest rate risk, credit risk, high yield risk, forward foreign currency contract risk, portfolio selection risk, and liquidity 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.

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.

The Morningstar Diversified Emerging Markets Category is comprised of funds with at least 50% of assets invested in emerging markets.

The Morningstar World Large Stock Category comprises international funds having 20% to 60% of assets invested in the United States.

The Morningstar World Allocation Category is comprised of funds that seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds and cash.

The Morningstar Foreign Large Growth Category is comprised of funds that seek capital appreciation by investing in large international stocks that are growth-oriented.

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