3 / 5 Stars
3 3 2 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#23 in World Allocation
U.S. News evaluated 129 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.28 percent over the past year, 4.62 percent over the past three years, 12.50 percent over the past five years, and 6.56 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||6.6%|
The investment seeks high long-term total return through capital appreciation and current income. The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities without regard to market capitalization. It attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.
Fees are High compared to funds in the same category.
Calamos Global Growth & Income Fund has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.