Advertisement
Skip to Content
Morningstar

Calamos Global Convertible I CXGCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.33  /  0.39 %
  • Total Assets 131.6 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Convertibles
  • Investment Style —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CXGCX

Will CXGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CXGCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CXGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CXGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Calamos Global Convertible I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor