Calamos Global Equity Fund

Scorecard
3 / 5 Stars
Lipper
2 1 4 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.78 percent over the past year, 7.88 percent over the past three years, and 15.51 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 2.7%
1 Year 23.8%
3 Years (Annualized) 7.9%
5 Years (Annualized) 15.5%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Calamos Global Equity Fund has an expense ratio of 1.65 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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