Calamos Global Equity Fund Achieves Five-Year Track Record with 5-Star Overall Morningstar Rating
NAPERVILLE, Ill., April 19, 2012 /PRNewswire/ -- Calamos Investments, a global investment management firm, today announced its Calamos Global Equity Fund (CAGEX) received a 5-Star Overall Morningstar Rating for its various share classes as of March 31, 2012. The fund recently recognized its five-year anniversary on March 1, 2012. All of the fund's shares classes were rated 5-stars for the overall, 3-year and 5-year periods among 710, 710 and 504 World Stock funds, respectively, for the period ended March 31, 2012.
The Calamos Global Equity Fund is an actively-managed equity strategy investing in what Calamos Investments believes to be the best opportunities for growth across countries and sectors globally. The diversified portfolio invests in equities from both developed and emerging markets with an emphasis on companies with a global presence, diversified revenues and quality growth fundamentals.
"We are pleased by the success of the Calamos Global Equity Fund, which we feel offers investors a way to participate in several important global investment themes, including the growth of middle class consumption around the world and the increasing demand for technology by both businesses and individuals," said John P. Calamos, Sr., CEO and Co-Chief Investment Officer.
With an integrated investment team of more than 50 investment professionals, the Calamos investment process considers both top down and bottom up factors. From a top down perspective, the team monitors global macroeconomic policy and developments as well as secular and cyclical themes that can drive growth and create investment opportunities. In addition, the team conducts rigorous fundamental and quantitative analysis to evaluate the source, sustainability and risk of these investment opportunities
For more information about the Calamos Global Equity Fund visit http://www.calamos.com/fundinvestor/mutualfunds/fund.aspx?name=GlobalEquity#_summarytab.
The Calamos Global Equity Fund is part of a suite of growth equity investment solutions available to meet the asset allocation needs of institutional and individual investors. These funds include Calamos Global Equity, Calamos Growth (CVGRX), Calamos International Growth (CIGRX) and Calamos Evolving World Growth (CNWGX) Funds.
Managing global portfolios for more than 15 years, Calamos also offers this global growth equity strategy to institutional investors as the Calamos Global Growth strategy and to non-U.S. mutual fund investors as the Calamos Global Equity Fund (UCITS).
Calamos and its affiliates comprise a globally diversified investment firm serving the needs of institutional and individual investors for more than 30 years. Clients include public and private pensions, foundations, endowments, corporations, financial advisors, family offices and individuals from around the world who have entrusted the firm with $36.2 billion in assets under management as of March 31, 2012.
Calamos offers a range of global investment strategies – equity, fixed-income, convertible and alternatives – to work with clients' multi-asset allocation frameworks to help achieve the goals of their investment programs.
Calamos serves professional/sophisticated investors around the world through Calamos Global Funds PLC (UCITS) and distributed by Calamos International LLP, London, United Kingdom.
For more information, please visit us at Calamos.com.
Performance data quoted represents past performance, which is no guarantee of future results.
Morningstar Ratings are based on risk-adjusted returns and are through 3/31/12 for Class A shares and will differ for other share classes. Morningstar Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly historical performance (reflecting sales charges), placing more emphasis on downward variations and rewarding consistent performance.
Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2, or 1 star, respectively. Each fund is rated exclusively against U.S. domiciled funds. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Source: © 2012 Morningstar, Inc. All Rights Reserved.
Important Risk Information. An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.
The principal risks of investing in the Calamos Global Equity Fund include: equity securities risk, growth stock risk, value stock risk, foreign securities risk, emerging markets risk, small and mid-sized company risk and portfolio selection risk.
The principal risks of investing in the Calamos Growth Fund include: equity securities risk, growth stock risk, mid-sized company risk, foreign securities risk and portfolio selection risk.
The principal risks of investing in the Calamos International Growth Fund include: equity securities risk, growth stock risk, foreign securities risk, emerging markets risk, small and mid-sized company risk and portfolio selection risk.
The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk, growth stock risk, foreign securities risk, emerging markets risk, convertible securities risk and portfolio selection risk.
As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.
Before investing, carefully consider the Fund's investment objective, risks, charges and expenses. Contact 800.582.6959 for a prospectus containing this and other information. Read it carefully.
Calamos Financial Services LLC, Distributor
2020 Calamos Court/Naperville, IL/ 60563-2787
SOURCE Calamos Advisors LLC