Mutual Funds - Profile

Calamos International Growth Fund

INT > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on well-established companies that offer the best opportunities for growth.

In addition, the team considers the company’s financial strength, earnings and cash flow forecast and quality of management.

Also, the research team integrates environmental, social and governance factors as part of its More

Price

  • Last Close
  • $27.23
    -0.08
  • 52 Week HL
  • $29.52 - $21.72
  • Net Assets
  • $264.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
ASML Holding, 5.1
Taiwan Semiconductor 3.7
Alcon, Inc. 3.1
Sea, Ltd. 3.0
Tencent Holdings, 2.7
Company Holding
ING Groep, 2.5
UBS Group, 2.3
HDFC Bank, 2.3
Alibaba Group 2.2
Deutsche Post, 2.0
Total 28.9%

Manager

  • Name
  • John P. Calamos, Sr.
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
6.4 % YTD

  • 3 Year
  • 88.01%
  • 5 Year
  • 95.95%
  • Best
  • 56.72%
    2009
  • Worst
  • -48.22%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CIGRX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.5% -17.8% 13.8% 0.1% 9.3% -4.6% 7.1% 0.6% 3.2% 12.4% -
Q2 4.7% 29.2% 4.8% -2.2% 8.2% 0.1% 0.9% 1.9% -5.3% -8.7% -
Q3 -1.2% 12.8% -2.5% 1.4% 10.1% 6.4% -9.4% -5.3% 9% 7.5% -
Q4 -1.3% 14.1% 9.9% -19% 6.8% -7.6% 5.1% -3.4% 6.8% 0.1% -

Returns +
M

J F M A M J J A S O N D
2021 0.3% 2.8% -1.6% 3.5% 2.2% -1% 0.7% 3.3% -5% -1.3% - -
2020 -1.4% -4.1% -13.1% 10.5% 7.8% 8.5% 8.2% 5.6% -1.3% - 12.8% 1.2%

Annual Return

Index Comparison

Alpha

NAV