3 / 5 Stars
4 2 4 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#76 in World Stock
U.S. News evaluated 306 World Stock 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 11.85 percent over the past year, 7.54 percent over the past three years, and 19.97 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.
Fees are Above Average compared to funds in the same category.
Calamos Global Equity Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.