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Calamos International Growth A (CIGRX)

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20.93+0.26 (+1.26%)
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Calamos International Growth A

Naperville, IL 60563

2020 Calamos Court

Calamos Investment Trust

Información administrativa
John P. Calamos,Gerente líder desde 15 de marzo de 2005
John Calamos is Chairman and Global CIO of Calamos Investments, the firm he founded in 1977. With origins as an institutional convertible bond manager, Calamos Investments has grown into a global asset management firm with institutional and individual clients worldwide. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee and the Miami area. Mr. Calamos established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles through a range of U.S. and global investment solutions including equity, fixed income, convertible and alternative strategies. As a pioneer in convertible securities, Calamos launched one of the first convertible funds in 1985 as a way to manage risk for clients in volatile times. He also established one of the first liquid alternative funds in 1990, reflecting a focus on innovation that continues to this day. Mr. Calamos has built a reputation for using investment techniques to control risk, preserve capital and build wealth for clients over the long term. With more than 50 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets, and the economy. He is a frequent speaker at investment conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel. He has authored two books, Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: The Latest Instruments, Portfolio Strategies, and Valuation Analysis.   Prior to entering the investment industry, Mr. Calamos served in the United States Air Force. During the Vietnam War, he served as a Forward Air Controller, with responsibilities for guiding accurate air strikes and preventing injuries to friendly troops. His squadron was the first to fly the Cessna O-2, an aircraft in which he recorded over 400 missions in combat. Captain Calamos was awarded the Distinguished Flying Cross for “extraordinary achievement while participating in aerial flight under heavy hostile attack.” His Air Force career included five years of active duty flying B-52 bombers and twelve years in the Reserves flying A-37 jet fighters. He retired as a Major.   The son of Greek immigrants, Mr. Calamos is an active philanthropist supporting educational institutions and Hellenic organizations. He serves as Chairman of the Board of Directors for the National Hellenic Museum in Chicago. He is an investment committee member of the Faith Endowment, and a supporting member of the National Hellenic Society, Leadership 100 and The Hellenic Initiative. He received a B.A. in Economics and an M.B.A. in Finance from Illinois Tech, where he established Endowed Chairs in Philosophy and Business and is also a member of the Board of Trustees. He received an Honorary Doctorate in Humanities from Hellenic College Holy Cross.
Cuadro de estilo Morningstar
Yahoo se asocia a Morningstar, un grupo líder en el proceso de datos de inversión y estudio del mercado, para ayudar a los inversores a calificar y comparar los fondos en Yahoo Finanzas. La categoría Morningstar se muestra junto al Cuadro de estilo Morningstar, que identifica el foco de inversión de un fondo, en función de los valores subyacentes en el fondo.
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Categoría Morningstar
Si bien el objetivo de la inversión establecida en una propuesta de fondos puede reflejar o no la manera en la que se invierte realmente el fondo, la categoría Morningstar se asigna en función de los valores subyacentes en cada cartera. Las categorías Morningstar permiten que los inversores y los profesionales especializados en inversiones hagan comparaciones significativas entre fondos. Las categorías permiten crear carteras bien diversificadas, evaluar el riesgo potencial e identificar los fondos que mejor rendimiento, todo de una manera más fácil. Colocamos fondos en una categoría dada según las estadísticas y la composición de la cartera en los últimos tres años. Si el fondo es nuevo y no tiene historial de cartera, le asignamos una categoría provisoria. Cuando sea necesario, podemos cambiar la asignación de una categoría según los cambios recientes en la cartera.

Resumen de los fondos

CategoríaForeign Large Growth
Familia de fondosCalamos
Activos netos230.31M
Retorno a la fecha8.48%
Rentabilidad0.04%
Calificación de Morningstar★★★
Fecha de efecto16 sept 2018

Operaciones de fondos

Último dividendo0.01
Última ganancia de capital-1.00
Rotación de las participaciones131.00%
Promedio por categoríaN/D

Comisiones y gastos

GastoCIGRXCategoría promedio
Informe anual de índice de gastos (netos)0.84%1.05%
Relación de gastos netos0.84%N/D
Relación de gastos brutos1.13%N/D
Comisión 12b1 máx.N/DN/D
Comisión inicial máx.N/D5.20%
Recargo máx. por venta diferidaN/D1.29%
Proyección de gastos en 3 años0N/D
Proyección de gastos en 5 años0N/D
Proyección de gastos en 10 años0N/D