- What does CAGEX invest in?
- The primary objective of this fund is to achieve substantial capital appreciation over an extended period. Its investment strategy predominantly involves constructing a globally diversified portfolio composed of equity instruments. A significant portion, specifically at least 80% of its net assets (including any borrowed funds), is dedicated to equity securities, encompassing those convertible into common stock. The portfolio demonstrates flexibility in company size, potentially including shares of well-established, large-capitalization enterprises as well as those of smaller, newer firms. Furthermore, a minimum of 40% of its asset allocation is directed towards securities issued by foreign entities. The fund also reserves the option to make considerable allocations to companies operating within emerging market economies.
- What is the expense ratio of CAGEX?
- Calamos Global Equity Fund-Class A (CAGEX) charges an expense ratio of 1.40%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CAGEX?
- Calamos Global Equity Fund-Class A (CAGEX) manages $204.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CAGEX actively managed or an index fund?
- CAGEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CAGEX launched?
- Calamos Global Equity Fund-Class A (CAGEX) launched in March 2007 and is managed by Calamos.
- How has CAGEX performed?
- CAGEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
